+232.7%
LITE vs HSY
+10.7%
+222.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +4.2% | -12.0% | -6.1% |
| 7D | -31.4% | +6.6% | -38.0% | -29.2% |
| 30D | -42.6% | +8.4% | -51.0% | -40.6% |
| 3M | -26.2% | -1.8% | -24.4% | -24.8% |
| 6M | -35.8% | -2.6% | -33.2% | -35.0% |
| YTD | +70.0% | -2.0% | +72.0% | +72.6% |
| 1Y | +232.7% | +8.3% | +224.4% | +197.7% |
| All | +232.7% | +10.7% | +222.1% | +197.7% |
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