+1,331.0%
LITE vs HSY
-0.7%
+1,331.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.0% | -1.7% |
| 7D | -13.9% | +3.8% | -17.7% | -12.5% |
| 30D | -46.9% | +6.9% | -53.8% | -45.2% |
| 3M | -28.0% | -4.1% | -24.0% | -27.5% |
| 6M | -35.2% | -5.0% | -30.2% | -34.2% |
| YTD | +58.9% | -2.3% | +61.2% | +64.7% |
| 1Y | +125.3% | +6.1% | +119.2% | +138.5% |
| All | +1,331.0% | -0.7% | +1,331.7% | +1,401.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling