+126.5%
HSY vs CPAY
+155.2%
-28.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | +0.1% | -2.0% | +2.1% | +0.4% |
| 30D | -5.2% | -0.4% | -4.8% | -5.2% |
| 3M | -3.4% | +16.4% | -19.8% | -5.7% |
| 6M | -19.2% | +23.5% | -42.7% | -22.2% |
| YTD | -2.6% | +35.7% | -38.3% | -7.9% |
| 1Y | -3.8% | +30.2% | -33.9% | -8.6% |
| 3Y | -10.6% | +49.7% | -60.3% | -18.7% |
| 5Y | +12.3% | +56.6% | -44.3% | -0.1% |
| All | +126.5% | +155.2% | -28.7% | +85.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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