+1,383.2%
BP vs HSY
+4,487.9%
-3,104.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +1.2% |
| 7D | -0.8% | +1.1% | -1.9% | -1.1% |
| 30D | -3.1% | +7.7% | -10.8% | -5.1% |
| 3M | +6.2% | -2.3% | +8.4% | +6.4% |
| 6M | +4.8% | -5.3% | +10.1% | +5.4% |
| YTD | +35.2% | -0.9% | +36.0% | +33.6% |
| 1Y | +27.4% | +5.2% | +22.2% | +23.9% |
| 3Y | +49.8% | +0.7% | +49.0% | +44.6% |
| 5Y | +109.4% | +12.2% | +97.2% | +94.5% |
| 10Y | +135.7% | +131.1% | +4.6% | +81.6% |
| All | +1,383.2% | +4,487.9% | -3,104.7% | +670.7% |
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