+4,325.0%
HSY vs CPB
+325.7%
+3,999.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.4% | +2.3% | +0.3% |
| 7D | -3.3% | -8.6% | +5.3% | +0.2% |
| 30D | -2.8% | -7.2% | +4.4% | 0.0% |
| 3M | -4.5% | +0.9% | -5.4% | -5.2% |
| 6M | -24.2% | -11.8% | -12.4% | -20.9% |
| YTD | -2.7% | -19.4% | +16.7% | +5.0% |
| 1Y | -3.7% | -30.4% | +26.6% | +9.9% |
| 3Y | -11.5% | -40.2% | +28.7% | +6.5% |
| 5Y | +10.3% | -39.5% | +49.8% | +31.5% |
| 10Y | +122.1% | -47.4% | +169.5% | +167.6% |
| All | +4,325.0% | +325.7% | +3,999.3% | +1,998.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling