+47.0%
LLY vs HSY
+5.2%
+41.8%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.6% | +6.9% | +4.7% |
| 7D | +0.1% | +1.3% | -1.2% | -0.3% |
| 30D | +19.7% | +6.6% | +13.1% | +18.2% |
| 3M | +19.3% | -4.1% | +23.4% | +20.0% |
| 6M | +49.3% | -5.2% | +54.6% | +50.7% |
| YTD | +32.0% | -2.5% | +34.6% | +29.3% |
| All | +47.0% | +5.2% | +41.8% | +33.6% |
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