+61.9%
LIN vs HSY
+10.4%
+51.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.8% |
| 7D | -2.1% | -3.3% | +1.2% | -1.6% |
| 30D | -2.4% | -2.8% | +0.4% | -2.0% |
| 3M | -5.6% | -4.5% | -1.1% | -5.0% |
| 6M | -3.4% | -24.2% | +20.8% | +1.0% |
| YTD | +13.1% | -2.7% | +15.8% | +12.6% |
| 1Y | +2.5% | -3.7% | +6.2% | +2.0% |
| 3Y | +27.6% | -11.5% | +39.1% | +29.2% |
| All | +61.9% | +10.4% | +51.5% | +49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling