-41.8%
LULU vs HSY
-19.4%
-22.4%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.2% | -4.1% | -3.1% |
| 7D | -20.4% | -0.4% | -20.0% | -20.3% |
| 30D | -22.9% | -3.4% | -19.4% | -22.4% |
| 3M | -18.5% | -0.5% | -18.0% | -18.6% |
| 6M | -41.8% | -19.1% | -22.6% | -43.8% |
| All | -41.8% | -19.4% | -22.4% | -43.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling