+124.4%
HSY vs RRC
+73.1%
+51.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.2% | +0.5% |
| 7D | -2.1% | +6.4% | -8.5% | -2.3% |
| 30D | +6.1% | +23.9% | -17.8% | +5.5% |
| 3M | -5.6% | +30.2% | -35.8% | -6.3% |
| 6M | -9.5% | +26.3% | -35.8% | -10.2% |
| YTD | -2.1% | +48.1% | -50.2% | -3.2% |
| 1Y | +0.8% | +37.7% | -36.9% | -0.2% |
| 3Y | -2.1% | +60.3% | -62.4% | -3.8% |
| 5Y | +11.2% | +135.3% | -124.0% | +7.1% |
| All | +124.4% | +73.1% | +51.4% | +100.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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