+39.2%
SHEL vs HSY
+10.0%
+29.2%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.4% | -1.6% |
| 7D | -7.0% | +10.7% | -17.7% | -6.3% |
| 30D | +2.6% | +10.3% | -7.8% | +3.3% |
| 3M | +15.1% | -0.4% | +15.5% | +15.1% |
| 6M | +13.6% | -2.5% | +16.2% | +13.6% |
| YTD | +40.0% | -0.3% | +40.3% | +40.0% |
| 1Y | +39.2% | +7.6% | +31.6% | +39.5% |
| All | +39.2% | +10.0% | +29.2% | +39.5% |
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