+2,989.4%
SHOP vs HSY
+124.3%
+2,865.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.8% | -5.4% |
| 7D | -10.6% | -3.0% | -7.7% | -10.3% |
| 30D | -18.3% | -5.0% | -13.3% | -17.7% |
| 3M | +14.8% | -1.3% | +16.1% | +15.1% |
| 6M | -5.0% | -21.5% | +16.5% | -2.1% |
| YTD | -21.2% | -3.3% | -18.0% | -21.7% |
| 1Y | -11.6% | -5.5% | -6.1% | -11.9% |
| 3Y | +101.2% | -9.9% | +111.2% | +100.7% |
| 5Y | -15.7% | +11.3% | -27.1% | -23.3% |
| 10Y | +2,989.4% | +128.1% | +2,861.4% | +2,487.6% |
| All | +2,989.4% | +124.3% | +2,865.1% | +2,487.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling