+4,325.0%
HSY vs COO
+5,988.7%
-1,663.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -1.0% |
| 7D | -3.3% | -2.2% | -1.1% | -3.2% |
| 30D | -2.8% | -7.0% | +4.2% | -2.5% |
| 3M | -4.5% | +12.2% | -16.7% | -5.0% |
| 6M | -24.2% | -15.1% | -9.1% | -23.7% |
| YTD | -2.7% | -15.1% | +12.4% | -2.1% |
| 1Y | -3.7% | +2.3% | -6.1% | -3.9% |
| 3Y | -11.5% | -23.7% | +12.2% | -10.8% |
| 5Y | +10.3% | -38.9% | +49.3% | +11.9% |
| 10Y | +122.1% | +49.9% | +72.2% | +117.9% |
| All | +4,325.0% | +5,988.7% | -1,663.7% | +3,930.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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