+3,621.5%
STX vs HSY
+124.3%
+3,497.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -2.0% |
| 7D | +9.6% | -3.0% | +12.5% | +10.0% |
| 30D | +10.6% | -5.0% | +15.6% | +11.2% |
| 3M | +4.8% | -1.3% | +6.1% | +4.2% |
| 6M | +137.3% | -21.5% | +158.8% | +146.0% |
| YTD | +222.5% | -3.3% | +225.8% | +218.9% |
| 1Y | +366.2% | -5.5% | +371.7% | +362.3% |
| 3Y | +1,352.9% | -9.9% | +1,362.8% | +1,338.5% |
| 5Y | +1,077.4% | +11.3% | +1,066.1% | +966.3% |
| 10Y | +3,621.5% | +128.1% | +3,493.4% | +2,813.1% |
| All | +3,621.5% | +124.3% | +3,497.2% | +2,813.1% |
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 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