+42.2%
CVX vs HSY
-9.5%
+51.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -0.6% | -1.6% | +1.0% | -0.4% |
| 30D | +13.4% | -4.2% | +17.7% | +14.0% |
| 3M | +11.8% | -0.7% | +12.6% | +11.8% |
| 6M | +12.4% | -21.8% | +34.2% | +15.8% |
| YTD | +41.5% | -2.7% | +44.2% | +41.3% |
| 1Y | +41.6% | -4.8% | +46.4% | +41.6% |
| 3Y | +42.2% | -9.4% | +51.6% | +33.0% |
| All | +42.2% | -9.5% | +51.7% | +33.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling