+60.3%
FCX vs HSY
+10.7%
+49.6%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.2% | -2.8% | +2.0% |
| 7D | -6.0% | +6.6% | -12.6% | -4.9% |
| 30D | -13.6% | +8.4% | -22.0% | -12.4% |
| 3M | -6.8% | -1.8% | -5.0% | -6.7% |
| 6M | +13.2% | -2.6% | +15.8% | +13.3% |
| YTD | +24.4% | -2.0% | +26.4% | +28.6% |
| 1Y | +60.3% | +8.3% | +52.0% | +58.9% |
| All | +60.3% | +10.7% | +49.6% | +58.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling