+1,367.3%
AAPL vs HSY
+128.6%
+1,238.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.2% |
| 7D | +4.1% | -2.1% | +6.3% | +4.8% |
| 30D | +4.0% | +6.1% | -2.1% | +1.8% |
| 3M | +16.8% | -5.6% | +22.4% | +18.7% |
| 6M | +19.4% | -9.5% | +28.9% | +22.7% |
| YTD | +31.5% | -2.1% | +33.6% | +30.8% |
| 1Y | +31.0% | +0.8% | +30.2% | +28.8% |
| 3Y | +95.3% | -2.1% | +97.4% | +88.8% |
| 5Y | +143.4% | +11.2% | +132.1% | +120.2% |
| All | +1,367.3% | +128.6% | +1,238.8% | +977.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling