+25.4%
LIN vs HSY
+5.2%
+20.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.6% | +3.6% | +1.2% |
| 7D | +0.1% | +1.3% | -1.2% | 0.0% |
| 30D | +7.6% | +6.6% | +1.0% | +7.0% |
| 3M | +6.5% | -4.1% | +10.7% | +6.6% |
| 6M | +6.2% | -5.2% | +11.4% | +6.2% |
| YTD | +23.2% | -2.5% | +25.8% | +22.2% |
| All | +25.4% | +5.2% | +20.2% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 1y: compounded portfolio wealth divided by compounded HSY 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…
1y analysis · Full analysis span regression · 6 months rolling