-4.5%
SLB vs HSY
+3.5%
-8.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.6% |
| 7D | -7.1% | +7.5% | -14.6% | -7.4% |
| 30D | +4.1% | +11.1% | -7.0% | +3.5% |
| 3M | -2.6% | -1.9% | -0.7% | -2.5% |
| 6M | -8.6% | -3.0% | -5.6% | -8.5% |
| YTD | +32.2% | 0.0% | +32.2% | +32.2% |
| 1Y | +40.7% | +9.4% | +31.2% | +39.5% |
| 3Y | -4.5% | +3.8% | -8.3% | -6.1% |
| All | -4.5% | +3.5% | -8.0% | -6.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling