+10.7%
EIX vs HSY
-5.5%
+16.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -3.0% |
| 7D | +4.1% | -3.0% | +7.0% | +4.8% |
| 30D | -15.3% | -5.0% | -10.3% | -14.1% |
| 3M | -18.4% | -1.3% | -17.1% | -18.0% |
| 6M | -16.8% | -21.5% | +4.7% | -13.3% |
| YTD | -0.6% | -3.3% | +2.7% | -0.9% |
| 1Y | +10.7% | -5.5% | +16.1% | +8.4% |
| All | +10.7% | -5.5% | +16.2% | +8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling