+1,967.8%
STX vs HSY
+121.1%
+1,846.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -0.9% |
| 7D | -17.3% | +3.8% | -21.1% | -17.6% |
| 30D | -35.9% | +6.9% | -42.8% | -36.6% |
| 3M | -37.3% | -4.1% | -33.3% | -37.2% |
| 6M | -35.8% | -5.0% | -30.8% | -35.9% |
| YTD | +82.7% | -2.3% | +85.0% | +80.2% |
| 1Y | +71.6% | +6.1% | +65.5% | +66.0% |
| 3Y | +635.3% | -0.7% | +635.9% | +605.7% |
| 5Y | +483.8% | +9.9% | +473.9% | +430.9% |
| 10Y | +1,967.8% | +127.8% | +1,840.0% | +1,441.3% |
| All | +1,967.8% | +121.1% | +1,846.7% | +1,441.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling