+4,549.4%
RCL vs HSY
+2,749.6%
+1,799.8%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.3% |
| 7D | -5.1% | -3.3% | -1.8% | -3.9% |
| 30D | -19.0% | -2.8% | -16.2% | -18.2% |
| 3M | -9.6% | -4.5% | -5.1% | -8.2% |
| 6M | -6.7% | -24.2% | +17.5% | +2.9% |
| YTD | -3.9% | -2.7% | -1.2% | -4.2% |
| 1Y | -25.1% | -3.7% | -21.4% | -25.2% |
| 3Y | +179.1% | -11.5% | +190.6% | +178.5% |
| 5Y | +243.3% | +10.3% | +233.0% | +206.9% |
| 10Y | +325.8% | +122.1% | +203.6% | +181.9% |
| All | +4,549.4% | +2,749.6% | +1,799.8% | +1,614.7% |
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