+958.5%
SLB vs HSY
+4,402.6%
-3,444.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.5% |
| 7D | +0.8% | -3.3% | +4.1% | +1.7% |
| 30D | +15.8% | -2.8% | +18.6% | +16.6% |
| 3M | -0.3% | -4.5% | +4.1% | +0.5% |
| 6M | +21.3% | -24.2% | +45.6% | +30.2% |
| YTD | +52.3% | -2.7% | +55.0% | +51.9% |
| 1Y | +63.6% | -3.7% | +67.3% | +63.0% |
| 3Y | +3.8% | -11.5% | +15.2% | +4.0% |
| 5Y | +128.6% | +10.3% | +118.3% | +112.0% |
| 10Y | -3.1% | +122.1% | -125.2% | -26.5% |
| All | +958.5% | +4,402.6% | -3,444.1% | +277.9% |
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