+1,110.4%
HSY vs WCC
+1,591.2%
-480.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.3% | -1.9% | +1.1% |
| 7D | +1.1% | +3.3% | -2.2% | +0.7% |
| 30D | +7.7% | -9.4% | +17.1% | +8.2% |
| 3M | -2.3% | -10.5% | +8.2% | -1.9% |
| 6M | -5.3% | -10.4% | +5.1% | -5.3% |
| YTD | -0.9% | +34.4% | -35.3% | -4.9% |
| 1Y | +5.2% | +27.7% | -22.4% | +1.4% |
| 3Y | +0.7% | +137.9% | -137.2% | -10.6% |
| 5Y | +12.2% | +147.0% | -134.8% | -3.0% |
| 10Y | +131.1% | +442.5% | -311.4% | +73.6% |
| All | +1,110.4% | +1,591.2% | -480.8% | +671.3% |
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