+9,745.6%
ROL vs HSY
+4,487.9%
+5,257.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.3% |
| 7D | +0.8% | +1.1% | -0.4% | +0.4% |
| 30D | +20.6% | +7.7% | +12.9% | +17.9% |
| 3M | +4.5% | -2.3% | +6.8% | +5.1% |
| 6M | -26.5% | -5.3% | -21.2% | -25.6% |
| YTD | -34.8% | -0.9% | -34.0% | -35.1% |
| 1Y | -33.2% | +5.2% | -38.4% | -34.6% |
| 3Y | +4.5% | +0.7% | +3.7% | +1.5% |
| 5Y | +15.5% | +12.2% | +3.3% | +8.3% |
| 10Y | +217.2% | +131.1% | +86.1% | +139.3% |
| All | +9,745.6% | +4,487.9% | +5,257.7% | +4,060.9% |
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