+11.3%
HSY vs CG
+9.5%
+1.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.2% | +0.1% |
| 7D | -1.6% | -1.3% | -0.3% | -1.5% |
| 30D | -4.2% | -3.2% | -1.1% | -4.2% |
| 3M | -0.7% | +6.2% | -6.9% | -0.8% |
| 6M | -21.8% | -4.7% | -17.1% | -21.7% |
| YTD | -2.7% | -20.6% | +18.0% | -2.1% |
| 1Y | -4.8% | -26.4% | +21.5% | -4.1% |
| 3Y | -9.4% | +55.4% | -64.7% | -12.6% |
| 5Y | +11.3% | +9.8% | +1.4% | +5.1% |
| All | +11.3% | +9.5% | +1.8% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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