+4,329.4%
HSY vs CGNX
+12,871.6%
-8,542.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.1% | -4.7% | -0.8% |
| 7D | +0.1% | +3.2% | -3.1% | -0.1% |
| 30D | -5.2% | +6.0% | -11.2% | -5.6% |
| 3M | -3.4% | +3.5% | -6.9% | -3.9% |
| 6M | -19.2% | +26.3% | -45.5% | -20.7% |
| YTD | -2.6% | +79.2% | -81.9% | -7.0% |
| 1Y | -3.8% | +43.8% | -47.6% | -7.0% |
| 3Y | -10.6% | +52.0% | -62.6% | -14.8% |
| 5Y | +12.3% | -24.0% | +36.3% | +10.7% |
| 10Y | +129.6% | +189.1% | -59.5% | +105.2% |
| All | +4,329.4% | +12,871.6% | -8,542.3% | +2,662.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 all: compounded portfolio wealth divided by compounded CGNX 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…
all analysis · Full analysis span regression · 6 months rolling