-9.3%
SHOP vs HSY
+13.1%
-22.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +0.1% | -7.6% | -7.6% |
| 7D | -4.1% | -1.6% | -2.5% | -4.2% |
| 30D | -11.5% | -4.2% | -7.3% | -11.8% |
| 3M | +21.1% | -0.7% | +21.8% | +21.0% |
| 6M | +3.0% | -21.8% | +24.8% | +0.5% |
| YTD | -16.7% | -2.7% | -14.0% | -17.1% |
| 1Y | -8.3% | -4.8% | -3.5% | -8.6% |
| 3Y | +112.8% | -9.4% | +122.2% | +112.7% |
| 5Y | -9.3% | +11.3% | -20.5% | +2.3% |
| All | -9.3% | +13.1% | -22.4% | +2.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling