+44.6%
OKE vs HSY
+10.7%
+33.9%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +4.2% | -7.8% | -3.7% |
| 7D | -5.2% | +6.6% | -11.8% | -5.4% |
| 30D | +1.1% | +8.4% | -7.2% | +0.7% |
| 3M | +2.2% | -1.8% | +4.0% | +2.2% |
| 6M | 0.0% | -2.6% | +2.7% | +0.1% |
| YTD | +26.5% | -2.0% | +28.5% | +25.8% |
| 1Y | +44.6% | +8.3% | +36.3% | +43.1% |
| All | +44.6% | +10.7% | +33.9% | +43.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling