-12.3%
LUV vs HSY
+12.0%
-24.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.5% |
| 7D | -1.0% | +0.1% | -1.1% | -1.0% |
| 30D | -12.4% | -5.2% | -7.2% | -11.7% |
| 3M | -11.0% | -3.4% | -7.6% | -10.7% |
| 6M | -5.0% | -19.2% | +14.2% | -2.4% |
| YTD | -3.8% | -2.6% | -1.1% | -3.7% |
| 1Y | +25.9% | -3.8% | +29.7% | +26.1% |
| 3Y | +42.2% | -10.6% | +52.9% | +42.5% |
| All | -12.3% | +12.0% | -24.3% | -13.5% |
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