+41.3%
SBUX vs HSY
+10.7%
+30.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.2% | +0.6% | +3.7% |
| 7D | +6.3% | +6.6% | -0.3% | +4.6% |
| 30D | +16.2% | +8.4% | +7.8% | +13.9% |
| 3M | +5.1% | -1.8% | +6.9% | +5.3% |
| 6M | +5.7% | -2.6% | +8.4% | +6.0% |
| YTD | +32.6% | -2.0% | +34.6% | +28.8% |
| 1Y | +41.3% | +8.3% | +33.0% | +26.9% |
| All | +41.3% | +10.7% | +30.7% | +26.9% |
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 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