+71.7%
FCX vs HSY
-5.0%
+76.6%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.6% |
| 7D | +3.1% | -3.0% | +6.1% | +2.8% |
| 30D | +8.1% | -5.0% | +13.1% | +7.6% |
| 3M | +18.9% | -1.3% | +20.2% | +19.0% |
| 6M | +26.6% | -21.5% | +48.1% | +29.1% |
| YTD | +51.2% | -3.3% | +54.4% | +52.4% |
| All | +71.7% | -5.0% | +76.6% | +71.3% |
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