+163.2%
OXY vs HSY
+12.8%
+150.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | +0.1% |
| 7D | +1.4% | -0.4% | +1.8% | +1.4% |
| 30D | +4.0% | -3.4% | +7.5% | +4.5% |
| 3M | +7.6% | -0.5% | +8.1% | +7.5% |
| 6M | +16.2% | -19.1% | +35.3% | +19.6% |
| YTD | +50.8% | -2.1% | +52.9% | +49.8% |
| 1Y | +34.7% | -3.2% | +37.9% | +34.0% |
| 3Y | -1.0% | -8.8% | +7.8% | -1.3% |
| 5Y | +163.2% | +13.0% | +150.2% | +152.6% |
| All | +163.2% | +12.8% | +150.4% | +152.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling