+33,471.1%
ORCL vs HSY
+4,402.6%
+29,068.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.1% | +4.2% | +3.4% |
| 7D | +5.3% | -3.3% | +8.6% | +6.2% |
| 30D | +10.0% | -2.8% | +12.8% | +10.7% |
| 3M | -32.6% | -4.5% | -28.1% | -32.2% |
| 6M | +4.9% | -24.2% | +29.2% | +11.9% |
| YTD | -17.8% | -2.7% | -15.0% | -19.0% |
| 1Y | -28.0% | -3.7% | -24.2% | -29.1% |
| 3Y | +36.0% | -11.5% | +47.5% | +34.1% |
| 5Y | +88.7% | +10.3% | +78.4% | +72.1% |
| 10Y | +346.9% | +122.1% | +224.8% | +222.3% |
| All | +33,471.1% | +4,402.6% | +29,068.5% | +7,138.0% |
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