+118.9%
EOG vs HSY
+128.6%
-9.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | +1.5% | +0.1% | +1.4% | +1.5% |
| 30D | +2.9% | -5.2% | +8.1% | +4.2% |
| 3M | +8.7% | -3.4% | +12.1% | +9.4% |
| 6M | +12.9% | -19.2% | +32.1% | +18.5% |
| YTD | +43.8% | -2.6% | +46.5% | +43.2% |
| 1Y | +27.1% | -3.8% | +30.8% | +26.6% |
| 3Y | +25.9% | -10.6% | +36.5% | +26.3% |
| 5Y | +177.9% | +12.3% | +165.6% | +152.1% |
| All | +118.9% | +128.6% | -9.7% | +89.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling