+1,533.3%
LITE vs HSY
+122.5%
+1,410.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -2.6% | +13.3% | +10.8% |
| 7D | -12.9% | +1.3% | -14.2% | -13.0% |
| 30D | -46.0% | +6.6% | -52.6% | -46.5% |
| 3M | -33.0% | -4.1% | -28.9% | -32.9% |
| 6M | -34.0% | -5.2% | -28.8% | -34.1% |
| YTD | +61.7% | -2.5% | +64.3% | +61.2% |
| 1Y | +148.3% | +4.7% | +143.5% | +144.6% |
| 3Y | +1,408.5% | +0.6% | +1,407.9% | +1,351.7% |
| 5Y | +546.2% | +11.7% | +534.5% | +486.8% |
| 10Y | +1,533.3% | +120.0% | +1,413.3% | +1,115.0% |
| All | +1,533.3% | +122.5% | +1,410.8% | +1,115.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling