+490.8%
LITE vs HSY
+14.9%
+476.0%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.4% | +5.3% | +5.7% |
| 7D | -35.9% | +7.5% | -43.5% | -34.8% |
| 30D | -51.5% | +11.1% | -62.6% | -50.4% |
| 3M | -35.7% | -1.9% | -33.8% | -35.1% |
| 6M | -43.0% | -3.0% | -40.0% | -42.2% |
| YTD | +46.1% | 0.0% | +46.1% | +49.8% |
| 1Y | +124.7% | +9.4% | +115.3% | +132.3% |
| 3Y | +1,172.1% | +3.8% | +1,168.3% | +1,193.2% |
| All | +490.8% | +14.9% | +476.0% | +482.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling