+19.7%
SHEL vs HSY
-7.5%
+27.2%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.8% | +1.4% |
| 7D | +0.8% | -2.1% | +2.9% | +0.6% |
| 30D | -3.6% | +6.1% | -9.7% | -3.1% |
| 3M | +12.0% | -5.6% | +17.7% | +11.3% |
| 6M | +19.7% | -9.5% | +29.2% | +18.7% |
| All | +19.7% | -7.5% | +27.2% | +18.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling