+13.0%
HSY vs XPO
+257.8%
-244.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.3% | +1.3% |
| 7D | -0.4% | -1.3% | +0.9% | -0.4% |
| 30D | -3.4% | -10.4% | +6.9% | -3.1% |
| 3M | -0.5% | -15.7% | +15.2% | +0.1% |
| 6M | -19.1% | -6.3% | -12.8% | -19.1% |
| YTD | -2.1% | +34.2% | -36.2% | -3.3% |
| 1Y | -3.2% | +39.9% | -43.2% | -4.6% |
| 3Y | -8.8% | +155.2% | -164.0% | -12.2% |
| 5Y | +13.0% | +264.7% | -251.7% | +5.2% |
| All | +13.0% | +257.8% | -244.8% | +5.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling