+15,068.3%
PCAR vs HSY
+4,402.6%
+10,665.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.2% | +0.6% |
| 7D | -0.5% | -3.3% | +2.8% | +0.7% |
| 30D | -6.2% | -2.8% | -3.4% | -5.4% |
| 3M | +5.9% | -4.5% | +10.4% | +7.0% |
| 6M | +0.4% | -24.2% | +24.6% | +10.1% |
| YTD | +14.8% | -2.7% | +17.6% | +14.3% |
| 1Y | +30.1% | -3.7% | +33.8% | +29.6% |
| 3Y | +66.7% | -11.5% | +78.1% | +67.4% |
| 5Y | +166.1% | +10.3% | +155.8% | +142.6% |
| 10Y | +353.7% | +122.1% | +231.5% | +204.5% |
| All | +15,068.3% | +4,402.6% | +10,665.7% | +3,716.2% |
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