+5.2%
HSY vs STZ
+15.1%
-9.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.0% | +2.4% | +1.7% |
| 7D | +1.1% | -0.9% | +2.0% | +1.3% |
| 30D | +7.7% | +14.9% | -7.2% | +4.2% |
| 3M | -2.3% | +8.4% | -10.7% | -4.4% |
| 6M | -5.3% | +2.8% | -8.1% | -6.9% |
| YTD | -0.9% | +7.5% | -8.4% | -1.7% |
| 1Y | +5.2% | +12.5% | -7.3% | +3.8% |
| All | +5.2% | +15.1% | -9.9% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 1y: compounded portfolio wealth divided by compounded STZ 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…
1y analysis · Full analysis span regression · 6 months rolling