+11,275.8%
LMT vs HSY
+4,402.6%
+6,873.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.1% |
| 7D | -6.3% | -3.3% | -3.0% | -5.4% |
| 30D | -8.5% | -2.8% | -5.7% | -7.8% |
| 3M | +1.8% | -4.5% | +6.3% | +2.9% |
| 6M | -19.9% | -24.2% | +4.3% | -14.0% |
| YTD | +10.6% | -2.7% | +13.3% | +10.5% |
| 1Y | +17.9% | -3.7% | +21.7% | +17.9% |
| 3Y | +27.0% | -11.5% | +38.4% | +27.8% |
| 5Y | +68.7% | +10.3% | +58.3% | +58.6% |
| 10Y | +181.1% | +122.1% | +59.0% | +115.5% |
| All | +11,275.8% | +4,402.6% | +6,873.2% | +3,904.4% |
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