+4,353.6%
HSY vs LNT
+3,444.2%
+909.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | 0.0% | +0.4% |
| 7D | -2.1% | +1.0% | -3.2% | -2.5% |
| 30D | +6.1% | +9.6% | -3.5% | +2.7% |
| 3M | -5.6% | +5.4% | -11.0% | -7.4% |
| 6M | -9.5% | +3.1% | -12.7% | -10.6% |
| YTD | -2.1% | +16.5% | -18.6% | -7.5% |
| 1Y | +0.8% | +12.3% | -11.5% | -3.6% |
| 3Y | -2.1% | +70.3% | -72.4% | -19.7% |
| 5Y | +11.2% | +56.4% | -45.2% | -6.8% |
| 10Y | +128.3% | +184.3% | -56.0% | +56.5% |
| All | +4,353.6% | +3,444.2% | +909.5% | +1,382.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling