+33.6%
KO vs HSY
-3.6%
+37.1%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | -0.1% |
| 7D | -1.1% | -0.4% | -0.7% | -1.0% |
| 30D | +1.6% | -3.4% | +5.0% | +2.7% |
| 3M | +5.8% | -0.5% | +6.3% | +5.8% |
| 6M | +14.3% | -19.1% | +33.4% | +20.6% |
| YTD | +27.3% | -2.1% | +29.4% | +28.6% |
| All | +33.6% | -3.6% | +37.1% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 1y: compounded portfolio wealth divided by compounded HSY 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…
1y analysis · Full analysis span regression · 6 months rolling