+4,683.6%
CVX vs HSY
+4,402.6%
+281.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.0% |
| 7D | +3.3% | -3.3% | +6.6% | +4.4% |
| 30D | +12.9% | -2.8% | +15.7% | +13.8% |
| 3M | +11.7% | -4.5% | +16.2% | +12.8% |
| 6M | +14.1% | -24.2% | +38.4% | +23.4% |
| YTD | +40.7% | -2.7% | +43.4% | +40.3% |
| 1Y | +37.5% | -3.7% | +41.2% | +37.1% |
| 3Y | +43.9% | -11.5% | +55.4% | +44.6% |
| 5Y | +161.5% | +10.3% | +151.1% | +141.7% |
| 10Y | +215.1% | +122.1% | +93.0% | +136.0% |
| All | +4,683.6% | +4,402.6% | +281.0% | +1,800.5% |
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