+178.1%
EOG vs HSY
+12.8%
+165.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.2% |
| 7D | +1.0% | -0.4% | +1.4% | +1.1% |
| 30D | +2.8% | -3.4% | +6.3% | +3.2% |
| 3M | +5.9% | -0.5% | +6.4% | +5.8% |
| 6M | +17.1% | -19.1% | +36.2% | +20.0% |
| YTD | +43.9% | -2.1% | +46.0% | +43.4% |
| 1Y | +26.9% | -3.2% | +30.1% | +26.5% |
| 3Y | +23.6% | -8.8% | +32.4% | +24.0% |
| 5Y | +178.1% | +13.0% | +165.2% | +158.5% |
| All | +178.1% | +12.8% | +165.3% | +158.5% |
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 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