+4,328.6%
HSY vs RRC
+1,499.3%
+2,829.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.8% |
| 7D | -2.3% | +2.5% | -4.9% | -2.4% |
| 30D | +6.3% | +21.1% | -14.9% | +5.5% |
| 3M | -5.2% | +28.4% | -33.6% | -6.1% |
| 6M | -8.3% | +26.5% | -34.7% | -9.2% |
| YTD | -2.7% | +47.0% | -49.7% | -4.2% |
| 1Y | +0.1% | +35.2% | -35.1% | -1.2% |
| 3Y | -1.0% | +61.0% | -62.0% | -3.4% |
| 5Y | +10.6% | +133.6% | -123.0% | +5.4% |
| 10Y | +127.0% | +72.1% | +54.9% | +109.4% |
| All | +4,328.6% | +1,499.3% | +2,829.3% | +3,697.3% |
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 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