+4,210.3%
KO vs HSY
+4,377.7%
-167.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.7% |
| 7D | -0.8% | -3.0% | +2.2% | +0.4% |
| 30D | +0.8% | -5.0% | +5.8% | +2.8% |
| 3M | +8.3% | -1.3% | +9.6% | +8.7% |
| 6M | +14.0% | -21.5% | +35.5% | +24.8% |
| YTD | +26.9% | -3.3% | +30.2% | +27.6% |
| 1Y | +32.7% | -5.5% | +38.2% | +34.1% |
| 3Y | +63.9% | -9.9% | +73.9% | +65.3% |
| 5Y | +81.7% | +11.3% | +70.4% | +67.8% |
| 10Y | +183.0% | +128.1% | +55.0% | +95.1% |
| All | +4,210.3% | +4,377.7% | -167.4% | +667.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling