+13.8%
ORCL vs HSY
-0.5%
+14.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.2% |
| 7D | +8.0% | -2.1% | +10.1% | +7.3% |
| 30D | -4.0% | +6.1% | -10.1% | -2.1% |
| 3M | -19.5% | -5.6% | -13.8% | -20.0% |
| 6M | -33.5% | -9.5% | -23.9% | -34.0% |
| YTD | -34.8% | -2.1% | -32.7% | -34.8% |
| 1Y | -41.6% | +0.8% | -42.4% | -41.5% |
| 3Y | +13.8% | -2.1% | +15.9% | +14.6% |
| All | +13.8% | -0.5% | +14.3% | +14.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling