+15.6%
HSY vs CDW
-10.5%
+26.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.2% | +0.4% |
| 7D | +7.5% | +2.1% | +5.4% | +7.2% |
| 30D | +11.1% | +14.7% | -3.7% | +9.5% |
| 3M | -1.9% | +11.1% | -13.0% | -3.2% |
| 6M | -3.0% | +45.6% | -48.6% | -7.0% |
| YTD | 0.0% | +17.1% | -17.1% | -2.5% |
| 1Y | +9.4% | +13.2% | -3.7% | +7.0% |
| 3Y | +3.8% | -22.2% | +25.9% | +4.3% |
| All | +15.6% | -10.5% | +26.0% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CDW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling