+11.4%
HSY vs LNT
+55.9%
-44.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | 0.0% | +0.3% |
| 7D | -2.1% | +1.0% | -3.2% | -2.6% |
| 30D | +6.1% | +9.6% | -3.5% | +1.9% |
| 3M | -5.6% | +5.4% | -11.0% | -7.8% |
| 6M | -9.5% | +3.1% | -12.7% | -10.8% |
| YTD | -2.1% | +16.5% | -18.6% | -8.6% |
| 1Y | +0.8% | +12.3% | -11.5% | -4.4% |
| 3Y | -2.1% | +70.3% | -72.4% | -22.2% |
| All | +11.4% | +55.9% | -44.6% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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