+605.9%
LITE vs HSY
+11.9%
+594.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.4% | +9.2% | +11.0% |
| 7D | +3.4% | +1.1% | +2.3% | +3.7% |
| 30D | -34.9% | +7.7% | -42.6% | -33.6% |
| 3M | -21.0% | -2.3% | -18.7% | -20.3% |
| 6M | -38.5% | -5.3% | -33.2% | -37.7% |
| YTD | +75.8% | -0.9% | +76.7% | +79.9% |
| 1Y | +156.7% | +5.2% | +151.5% | +164.1% |
| 3Y | +1,498.6% | +0.7% | +1,497.8% | +1,528.8% |
| All | +605.9% | +11.9% | +594.1% | +582.0% |
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 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