+129.8%
HSY vs CLBK
+65.6%
+64.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +1.2% |
| 7D | -0.4% | -1.4% | +1.0% | -0.2% |
| 30D | -3.4% | +4.5% | -8.0% | -4.2% |
| 3M | -0.5% | +22.8% | -23.3% | -4.0% |
| 6M | -19.1% | +43.4% | -62.6% | -24.1% |
| YTD | -2.1% | +64.1% | -66.2% | -10.3% |
| 1Y | -3.2% | +67.6% | -70.8% | -11.9% |
| 3Y | -8.8% | +53.3% | -62.1% | -17.3% |
| 5Y | +13.0% | +44.8% | -31.9% | -1.6% |
| All | +129.8% | +65.6% | +64.2% | +80.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 10y: compounded portfolio wealth divided by compounded CLBK 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…
10y analysis · Full analysis span regression · 6 months rolling