+901.5%
LITE vs HSY
+10.4%
+891.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.1% | +5.1% | +3.9% |
| 7D | -1.5% | -3.3% | +1.8% | -1.9% |
| 30D | +6.7% | -2.8% | +9.5% | +6.3% |
| 3M | -6.8% | -4.5% | -2.3% | -6.8% |
| 6M | +29.4% | -24.2% | +53.7% | +29.6% |
| YTD | +139.1% | -2.7% | +141.8% | +141.4% |
| 1Y | +521.0% | -3.7% | +524.7% | +525.3% |
| 3Y | +1,535.3% | -11.5% | +1,546.8% | +1,578.7% |
| All | +901.5% | +10.4% | +891.2% | +879.2% |
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 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