+736.5%
EXPE vs HSY
+375.5%
+360.9%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +1.2% |
| 7D | -4.2% | -2.3% | -1.9% | -3.3% |
| 30D | -4.5% | +6.3% | -10.8% | -6.8% |
| 3M | -19.7% | -5.2% | -14.5% | -17.9% |
| 6M | +18.3% | -8.3% | +26.6% | +22.2% |
| YTD | -7.3% | -2.7% | -4.7% | -7.7% |
| 1Y | -3.9% | +0.1% | -4.0% | -5.5% |
| 3Y | +123.0% | -1.0% | +124.1% | +114.0% |
| 5Y | +47.9% | +10.6% | +37.3% | +30.9% |
| 10Y | +126.5% | +127.0% | -0.5% | +39.4% |
| All | +736.5% | +375.5% | +360.9% | +171.6% |
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