+1,144.9%
STX vs HSY
+13.1%
+1,131.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.1% | +6.4% | +6.5% |
| 7D | +10.7% | -1.6% | +12.3% | +10.6% |
| 30D | +11.3% | -4.2% | +15.5% | +10.9% |
| 3M | +3.2% | -0.7% | +3.9% | +3.2% |
| 6M | +157.0% | -21.8% | +178.8% | +158.5% |
| YTD | +229.2% | -2.7% | +231.9% | +227.8% |
| 1Y | +381.8% | -4.8% | +386.7% | +381.1% |
| 3Y | +1,383.2% | -9.4% | +1,392.5% | +1,387.5% |
| 5Y | +1,144.9% | +11.3% | +1,133.6% | +1,101.5% |
| All | +1,144.9% | +13.1% | +1,131.7% | +1,101.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling