+5,669.9%
RCL vs HSY
+2,830.7%
+2,839.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.2% |
| 7D | +6.5% | +7.5% | -1.0% | +3.7% |
| 30D | +15.9% | +11.1% | +4.8% | +11.2% |
| 3M | +2.7% | -1.9% | +4.6% | +3.1% |
| 6M | +15.2% | -3.0% | +18.2% | +15.6% |
| YTD | +19.2% | 0.0% | +19.2% | +17.3% |
| 1Y | +31.6% | +9.4% | +22.2% | +25.0% |
| 3Y | +274.2% | +3.8% | +270.4% | +249.4% |
| 5Y | +250.1% | +15.2% | +234.9% | +207.3% |
| 10Y | +388.4% | +126.9% | +261.6% | +219.8% |
| All | +5,669.9% | +2,830.7% | +2,839.2% | +1,999.3% |
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