+363.4%
ORCL vs HSY
+122.8%
+240.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.3% |
| 7D | +15.0% | -1.6% | +16.6% | +15.3% |
| 30D | +10.5% | -4.2% | +14.8% | +11.3% |
| 3M | -23.0% | -0.7% | -22.3% | -23.2% |
| 6M | +7.0% | -21.8% | +28.8% | +11.7% |
| YTD | -15.8% | -2.7% | -13.1% | -17.3% |
| 1Y | -31.1% | -4.8% | -26.3% | -32.1% |
| 3Y | +33.3% | -9.4% | +42.6% | +31.3% |
| 5Y | +94.3% | +11.3% | +83.0% | +73.4% |
| 10Y | +363.4% | +125.0% | +238.4% | +239.9% |
| All | +363.4% | +122.8% | +240.5% | +239.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling