+9.6%
HSY vs RRC
+114.1%
-104.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.8% | -2.6% |
| 7D | +1.3% | -10.3% | +11.6% | +1.4% |
| 30D | +6.6% | +19.5% | -12.9% | +6.4% |
| 3M | -4.1% | +27.9% | -32.0% | -4.4% |
| 6M | -5.2% | +21.2% | -26.4% | -5.5% |
| YTD | -2.5% | +39.6% | -42.1% | -2.9% |
| 1Y | +4.7% | +31.3% | -26.5% | +4.4% |
| 3Y | +0.6% | +51.9% | -51.4% | -0.5% |
| All | +9.6% | +114.1% | -104.5% | +8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling