+5,083.9%
LITE vs HSY
+150.3%
+4,933.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.1% | +5.1% | +4.1% |
| 7D | -1.5% | -3.3% | +1.8% | -1.2% |
| 30D | +6.7% | -2.8% | +9.5% | +6.9% |
| 3M | -6.8% | -4.5% | -2.3% | -6.7% |
| 6M | +29.4% | -24.2% | +53.7% | +34.4% |
| YTD | +139.1% | -2.7% | +141.8% | +138.8% |
| 1Y | +521.0% | -3.7% | +524.7% | +520.1% |
| 3Y | +1,535.3% | -11.5% | +1,546.8% | +1,542.1% |
| 5Y | +889.8% | +10.3% | +879.5% | +823.7% |
| 10Y | +2,400.7% | +122.1% | +2,278.6% | +2,007.4% |
| All | +5,083.9% | +150.3% | +4,933.6% | +4,190.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling