+126.5%
HSY vs XPO
+1,516.3%
-1,389.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | +0.1% | -5.7% | +5.8% | +0.5% |
| 30D | -5.2% | -12.8% | +7.6% | -4.3% |
| 3M | -3.4% | -20.0% | +16.6% | -1.9% |
| 6M | -19.2% | -6.0% | -13.2% | -19.1% |
| YTD | -2.6% | +34.0% | -36.7% | -5.2% |
| 1Y | -3.8% | +35.6% | -39.3% | -6.5% |
| 3Y | -10.6% | +152.3% | -162.9% | -18.7% |
| 5Y | +12.3% | +264.4% | -252.1% | -3.0% |
| All | +126.5% | +1,516.3% | -1,389.8% | +86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 10y: compounded portfolio wealth divided by compounded XPO 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…
10y analysis · Full analysis span regression · 6 months rolling