+699.6%
HSY vs XPO
+10,152.6%
-9,453.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.6% | +0.1% |
| 7D | -1.6% | +2.7% | -4.2% | -1.6% |
| 30D | -4.2% | -6.2% | +1.9% | -4.1% |
| 3M | -0.7% | -15.4% | +14.7% | -0.3% |
| 6M | -21.8% | +0.7% | -22.5% | -21.9% |
| YTD | -2.7% | +39.8% | -42.5% | -3.8% |
| 1Y | -4.8% | +43.3% | -48.1% | -6.1% |
| 3Y | -9.4% | +166.0% | -175.4% | -12.8% |
| 5Y | +11.3% | +274.2% | -262.9% | +5.2% |
| 10Y | +125.0% | +1,429.0% | -1,304.0% | +105.0% |
| All | +699.6% | +10,152.6% | -9,453.0% | +627.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling