+4,333.4%
HSY vs RRC
+1,418.2%
+2,915.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.8% | -2.6% |
| 7D | +1.3% | -10.3% | +11.6% | +1.7% |
| 30D | +6.6% | +19.5% | -12.9% | +5.8% |
| 3M | -4.1% | +27.9% | -32.0% | -5.1% |
| 6M | -5.2% | +21.2% | -26.4% | -6.0% |
| YTD | -2.5% | +39.6% | -42.1% | -3.9% |
| 1Y | +4.7% | +31.3% | -26.5% | +3.5% |
| 3Y | +0.6% | +51.9% | -51.4% | -1.6% |
| 5Y | +11.7% | +110.2% | -98.5% | +6.8% |
| 10Y | +120.0% | +56.7% | +63.3% | +103.7% |
| All | +4,333.4% | +1,418.2% | +2,915.2% | +3,708.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling