+90.3%
FOXA vs HSY
+85.6%
+4.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -0.6% | -1.6% | +0.9% | -0.2% |
| 30D | +2.3% | -4.2% | +6.6% | +3.5% |
| 3M | -2.8% | -0.7% | -2.1% | -2.8% |
| 6M | +9.6% | -21.8% | +31.4% | +16.5% |
| YTD | -9.9% | -2.7% | -7.2% | -10.2% |
| 1Y | +5.4% | -4.8% | +10.2% | +5.3% |
| 3Y | +115.3% | -9.4% | +124.6% | +115.5% |
| 5Y | +93.1% | +11.3% | +81.8% | +68.3% |
| All | +90.3% | +85.6% | +4.7% | +30.1% |
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