+39.8%
SLB vs HSY
+5.2%
+34.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.6% | +3.5% | +0.7% |
| 7D | -3.7% | +1.3% | -5.0% | -3.6% |
| 30D | +2.9% | +6.6% | -3.7% | +3.0% |
| 3M | +0.2% | -4.1% | +4.3% | +0.2% |
| 6M | -4.4% | -5.2% | +0.8% | -4.6% |
| YTD | +33.4% | -2.5% | +36.0% | +39.8% |
| All | +39.8% | +5.2% | +34.6% | +50.4% |
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