+16,011.1%
STX vs HSY
+841.3%
+15,169.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.1% | +7.4% | +6.6% |
| 7D | +2.4% | -3.3% | +5.6% | +3.3% |
| 30D | +1.4% | -2.8% | +4.2% | +1.9% |
| 3M | -8.2% | -4.5% | -3.7% | -8.2% |
| 6M | +127.0% | -24.2% | +151.2% | +142.7% |
| YTD | +209.1% | -2.7% | +211.9% | +204.0% |
| 1Y | +365.4% | -3.7% | +369.2% | +356.9% |
| 3Y | +1,135.4% | -11.5% | +1,146.9% | +1,118.6% |
| 5Y | +991.5% | +10.3% | +981.2% | +875.7% |
| 10Y | +3,695.8% | +122.1% | +3,573.7% | +2,428.6% |
| All | +16,011.1% | +841.3% | +15,169.8% | +5,617.0% |
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