+1,087.9%
HSY vs WCC
+1,713.7%
-625.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.9% | -5.0% | -1.4% |
| 7D | -3.3% | +4.5% | -7.8% | -3.7% |
| 30D | -2.8% | -5.8% | +3.0% | -2.4% |
| 3M | -4.5% | -3.7% | -0.8% | -4.6% |
| 6M | -24.2% | +23.1% | -47.3% | -26.2% |
| YTD | -2.7% | +44.2% | -46.9% | -6.8% |
| 1Y | -3.7% | +62.1% | -65.8% | -9.0% |
| 3Y | -11.5% | +121.1% | -132.6% | -20.6% |
| 5Y | +10.3% | +214.0% | -203.6% | -6.5% |
| 10Y | +122.1% | +472.8% | -350.7% | +66.6% |
| All | +1,087.9% | +1,713.7% | -625.9% | +655.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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