-97.0%
FCEL vs HSY
+11.0%
-108.0%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.6% | -6.1% | -5.5% |
| 7D | -2.8% | -2.1% | -0.7% | -3.0% |
| 30D | -31.6% | +6.1% | -37.7% | -31.1% |
| 3M | -52.4% | -5.6% | -46.8% | -52.2% |
| 6M | -51.4% | -9.5% | -41.9% | -50.8% |
| YTD | +32.4% | -2.1% | +34.5% | +32.4% |
| 1Y | +37.5% | +0.8% | +36.7% | +36.6% |
| 3Y | -69.3% | -2.1% | -67.1% | -70.0% |
| All | -97.0% | +11.0% | -108.0% | -96.7% |
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 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