+231.7%
LNG vs HSY
+12.8%
+218.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.6% | +0.7% |
| 7D | -4.5% | -0.4% | -4.1% | -4.5% |
| 30D | +4.7% | -3.4% | +8.1% | +4.7% |
| 3M | +15.1% | -0.5% | +15.7% | +15.2% |
| 6M | +13.6% | -19.1% | +32.7% | +13.9% |
| YTD | +44.0% | -2.1% | +46.0% | +43.8% |
| 1Y | +18.4% | -3.2% | +21.6% | +18.3% |
| 3Y | +75.9% | -8.8% | +84.7% | +78.8% |
| 5Y | +231.7% | +13.0% | +218.7% | +246.8% |
| All | +231.7% | +12.8% | +218.9% | +246.8% |
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