+1,347.0%
OXY vs HSY
+4,405.8%
-3,058.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.0% |
| 7D | -0.5% | -1.6% | +1.1% | -0.1% |
| 30D | +8.5% | -4.2% | +12.7% | +9.7% |
| 3M | +6.0% | -0.7% | +6.7% | +5.8% |
| 6M | +13.0% | -21.8% | +34.8% | +19.9% |
| YTD | +48.9% | -2.7% | +51.5% | +48.2% |
| 1Y | +36.4% | -4.8% | +41.2% | +36.3% |
| 3Y | -2.3% | -9.4% | +7.1% | -2.7% |
| 5Y | +160.6% | +11.3% | +149.4% | +142.5% |
| 10Y | +2.0% | +125.0% | -123.0% | -22.4% |
| All | +1,347.0% | +4,405.8% | -3,058.7% | +569.3% |
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