-28.0%
ORCL vs HSY
-3.5%
-24.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.1% | +4.2% | +2.5% |
| 7D | +5.3% | -3.3% | +8.6% | +3.4% |
| 30D | +10.0% | -2.8% | +12.8% | +8.4% |
| 3M | -32.6% | -4.5% | -28.1% | -33.5% |
| 6M | +4.9% | -24.2% | +29.2% | -5.3% |
| YTD | -17.8% | -2.7% | -15.0% | -19.4% |
| 1Y | -28.0% | -3.7% | -24.2% | -29.4% |
| All | -28.0% | -3.5% | -24.5% | -29.4% |
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 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