+24,538.0%
ORCL vs HSY
+4,530.8%
+20,007.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | -11.2% | +7.5% | -18.7% | -13.0% |
| 30D | -18.8% | +11.1% | -29.9% | -21.5% |
| 3M | -18.8% | -1.9% | -16.8% | -18.8% |
| 6M | -39.7% | -3.0% | -36.8% | -40.2% |
| YTD | -39.6% | 0.0% | -39.7% | -41.3% |
| 1Y | -51.7% | +9.4% | -61.2% | -54.4% |
| 3Y | +10.2% | +3.8% | +6.5% | +2.9% |
| 5Y | +30.8% | +15.2% | +15.7% | +17.3% |
| 10Y | +252.1% | +126.9% | +125.2% | +151.5% |
| All | +24,538.0% | +4,530.8% | +20,007.2% | +5,144.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling