+3,068.2%
LITE vs HSY
+157.4%
+2,910.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.4% | +5.3% | +5.6% |
| 7D | -35.9% | +7.5% | -43.5% | -36.3% |
| 30D | -51.5% | +11.1% | -62.6% | -52.1% |
| 3M | -35.7% | -1.9% | -33.8% | -35.7% |
| 6M | -43.0% | -3.0% | -40.0% | -43.1% |
| YTD | +46.1% | 0.0% | +46.1% | +45.5% |
| 1Y | +124.7% | +9.4% | +115.3% | +120.9% |
| 3Y | +1,172.1% | +3.8% | +1,168.3% | +1,128.7% |
| 5Y | +477.0% | +15.2% | +461.9% | +434.6% |
| 10Y | +1,465.7% | +126.9% | +1,338.8% | +1,214.5% |
| All | +3,068.2% | +157.4% | +2,910.8% | +2,513.3% |
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