+8,680.0%
SHOP vs HSY
+144.7%
+8,535.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.4% | +0.4% | +1.6% |
| 7D | -2.5% | +1.1% | -3.6% | -2.7% |
| 30D | -16.7% | +7.7% | -24.4% | -17.7% |
| 3M | -2.2% | -2.3% | +0.1% | -2.0% |
| 6M | +45.6% | -5.3% | +50.9% | +46.3% |
| YTD | -7.3% | -0.9% | -6.4% | -8.2% |
| 1Y | -6.1% | +5.2% | -11.3% | -8.2% |
| 3Y | +143.3% | +0.7% | +142.6% | +135.4% |
| 5Y | +0.2% | +12.2% | -12.1% | -8.1% |
| 10Y | +3,663.5% | +131.1% | +3,532.4% | +2,800.2% |
| All | +8,680.0% | +144.7% | +8,535.3% | +5,734.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling