+795.1%
BKNG vs HSY
+1,038.0%
-243.0%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.3% |
| 7D | -10.7% | -0.4% | -10.2% | -10.6% |
| 30D | -18.1% | -3.4% | -14.7% | -17.5% |
| 3M | +8.5% | -0.5% | +9.0% | +8.7% |
| 6M | -0.1% | -19.1% | +19.1% | +3.9% |
| YTD | -18.2% | -2.1% | -16.2% | -18.3% |
| 1Y | -19.9% | -3.2% | -16.6% | -19.9% |
| 3Y | +41.6% | -8.8% | +50.4% | +41.4% |
| 5Y | +93.1% | +13.0% | +80.2% | +83.4% |
| 10Y | +214.8% | +130.9% | +83.9% | +161.9% |
| All | +795.1% | +1,038.0% | -243.0% | +768.3% |
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