+163.0%
LITE vs HSY
+0.7%
+162.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.6% | -5.1% | -4.2% |
| 7D | +10.8% | -2.1% | +12.9% | +9.6% |
| 30D | -33.4% | +6.1% | -39.5% | -30.8% |
| 3M | -32.2% | -5.6% | -26.6% | -31.0% |
| 6M | -42.1% | -9.5% | -32.6% | -38.5% |
| YTD | +61.9% | -2.1% | +64.0% | +68.8% |
| 1Y | +163.0% | +0.8% | +162.2% | +162.2% |
| All | +163.0% | +0.7% | +162.3% | +162.2% |
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