+30.8%
RCL vs HSY
+5.5%
+25.3%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | +8.5% | +3.8% | +4.7% | +7.9% |
| 30D | +20.4% | +6.9% | +13.5% | +19.4% |
| 3M | +11.0% | -4.1% | +15.1% | +11.8% |
| 6M | +24.9% | -5.0% | +29.8% | +25.2% |
| YTD | +23.9% | -2.3% | +26.1% | +25.9% |
| 1Y | +30.8% | +6.1% | +24.7% | +27.6% |
| All | +30.8% | +5.5% | +25.3% | +27.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling