+36.6%
ORLY vs HSY
-9.3%
+45.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +0.9% | +0.4% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | -6.8% | -5.2% | -1.6% | -6.1% |
| 3M | -4.8% | -3.4% | -1.3% | -4.4% |
| 6M | -9.1% | -19.2% | +10.1% | -7.1% |
| YTD | -5.9% | -2.6% | -3.3% | -6.1% |
| 1Y | -20.4% | -3.8% | -16.6% | -20.6% |
| 3Y | +36.6% | -10.6% | +47.2% | +43.8% |
| All | +36.6% | -9.3% | +45.9% | +43.8% |
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 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