+7,608.4%
EOG vs HSY
+4,402.6%
+3,205.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.3% |
| 7D | +1.3% | -3.3% | +4.6% | +2.1% |
| 30D | +8.2% | -2.8% | +11.0% | +8.9% |
| 3M | +3.8% | -4.5% | +8.3% | +4.6% |
| 6M | +15.3% | -24.2% | +39.5% | +22.9% |
| YTD | +41.7% | -2.7% | +44.4% | +41.4% |
| 1Y | +23.6% | -3.7% | +27.3% | +23.3% |
| 3Y | +23.3% | -11.5% | +34.7% | +23.6% |
| 5Y | +170.4% | +10.3% | +160.1% | +153.5% |
| 10Y | +125.5% | +122.1% | +3.4% | +74.8% |
| All | +7,608.4% | +4,402.6% | +3,205.7% | +3,589.7% |
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