-41.5%
RIG vs HSY
+2,657.2%
-2,698.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.6% |
| 7D | -2.7% | -1.6% | -1.2% | -2.3% |
| 30D | +9.5% | -4.2% | +13.7% | +10.5% |
| 3M | -6.6% | -0.7% | -5.9% | -6.8% |
| 6M | -2.9% | -21.8% | +18.9% | +2.1% |
| YTD | +39.5% | -2.7% | +42.1% | +38.8% |
| 1Y | +82.3% | -4.8% | +87.1% | +82.0% |
| 3Y | -29.6% | -9.4% | -20.2% | -29.8% |
| 5Y | +63.2% | +11.3% | +51.9% | +53.7% |
| 10Y | -45.0% | +125.0% | -170.0% | -56.3% |
| All | -41.5% | +2,657.2% | -2,698.7% | -69.8% |
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