+127.8%
HSY vs LSCC
+1,333.6%
-1,205.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.6% | +0.3% |
| 7D | +3.8% | +5.0% | -1.2% | +3.7% |
| 30D | +6.9% | -11.7% | +18.6% | +7.2% |
| 3M | -4.1% | -13.3% | +9.2% | -3.8% |
| 6M | -5.0% | -12.5% | +7.5% | -5.2% |
| YTD | -2.3% | +51.2% | -53.5% | -5.2% |
| 1Y | +6.1% | +65.9% | -59.8% | +2.4% |
| 3Y | -0.7% | +95.3% | -96.0% | -6.5% |
| 5Y | +9.9% | +38.6% | -28.7% | +3.5% |
| 10Y | +127.8% | +1,352.3% | -1,224.5% | +78.1% |
| All | +127.8% | +1,333.6% | -1,205.8% | +78.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 10y: compounded portfolio wealth divided by compounded LSCC 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…
10y analysis · Full analysis span regression · 6 months rolling