+20,705.6%
LLY vs HSY
+4,530.8%
+16,174.8%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.9% |
| 7D | -4.5% | +7.5% | -12.0% | -6.7% |
| 30D | +13.9% | +11.1% | +2.8% | +10.1% |
| 3M | +13.8% | -1.9% | +15.7% | +14.3% |
| 6M | +37.6% | -3.0% | +40.6% | +38.4% |
| YTD | +26.6% | 0.0% | +26.6% | +25.1% |
| 1Y | +45.3% | +9.4% | +35.9% | +39.5% |
| 3Y | +132.2% | +3.8% | +128.5% | +120.9% |
| 5Y | +434.7% | +15.2% | +419.5% | +388.4% |
| 10Y | +2,084.3% | +126.9% | +1,957.4% | +1,464.7% |
| All | +20,705.6% | +4,530.8% | +16,174.8% | +5,028.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling