-29.4%
TSCO vs HSY
+10.7%
-40.1%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.2% | +0.1% | +2.6% |
| 7D | +15.7% | +6.6% | +9.2% | +12.9% |
| 30D | +16.4% | +8.4% | +8.0% | +13.2% |
| 3M | +11.2% | -1.8% | +13.0% | +11.8% |
| 6M | +14.9% | -2.6% | +17.6% | +15.2% |
| YTD | -25.4% | -2.0% | -23.4% | -26.1% |
| 1Y | -29.4% | +8.3% | -37.7% | -32.0% |
| All | -29.4% | +10.7% | -40.1% | -32.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling