+130.0%
CVX vs HSY
+11.0%
+119.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.1% | +1.6% |
| 7D | +3.4% | -2.1% | +5.6% | +3.7% |
| 30D | -1.0% | +6.1% | -7.1% | -1.9% |
| 3M | +12.2% | -5.6% | +17.8% | +13.0% |
| 6M | +20.3% | -9.5% | +29.9% | +21.8% |
| YTD | +48.3% | -2.1% | +50.4% | +47.7% |
| 1Y | +46.9% | +0.8% | +46.1% | +45.5% |
| 3Y | +73.1% | -2.1% | +75.2% | +70.6% |
| All | +130.0% | +11.0% | +119.0% | +112.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling