+29.4%
LITE vs HSY
-25.2%
+54.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.1% | +5.1% | +3.2% |
| 7D | -1.5% | -3.3% | +1.8% | -4.0% |
| 30D | +6.7% | -2.8% | +9.5% | +4.4% |
| 3M | -6.8% | -4.5% | -2.3% | -6.7% |
| 6M | +29.4% | -24.2% | +53.7% | +29.2% |
| All | +29.4% | -25.2% | +54.6% | +29.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling