+1,360.9%
BP vs HSY
+4,423.4%
-3,062.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -6.3% | +3.8% | -10.2% | -7.3% |
| 30D | -3.6% | +6.9% | -10.5% | -5.4% |
| 3M | +5.2% | -4.1% | +9.3% | +6.0% |
| 6M | +5.3% | -5.0% | +10.3% | +5.8% |
| YTD | +33.1% | -2.3% | +35.4% | +32.1% |
| 1Y | +26.3% | +6.1% | +20.2% | +22.5% |
| 3Y | +47.5% | -0.7% | +48.2% | +43.0% |
| 5Y | +106.2% | +9.9% | +96.3% | +92.5% |
| 10Y | +127.0% | +127.8% | -0.9% | +75.5% |
| All | +1,360.9% | +4,423.4% | -3,062.5% | +661.7% |
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