+128.1%
HSY vs CPB
-44.2%
+172.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.8% |
| 7D | -3.0% | -8.0% | +5.0% | +0.2% |
| 30D | -5.0% | -2.4% | -2.6% | -4.3% |
| 3M | -1.3% | +0.5% | -1.8% | -1.9% |
| 6M | -21.5% | -10.5% | -11.0% | -18.6% |
| YTD | -3.3% | -17.5% | +14.3% | +3.3% |
| 1Y | -5.5% | -31.0% | +25.5% | +8.4% |
| 3Y | -9.9% | -40.6% | +30.7% | +8.9% |
| 5Y | +11.3% | -37.7% | +49.1% | +32.1% |
| 10Y | +128.1% | -43.4% | +171.5% | +167.3% |
| All | +128.1% | -44.2% | +172.3% | +167.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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