+224.5%
USO vs HSY
+12.8%
+211.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.2% | +4.4% | +5.7% |
| 7D | +11.5% | -0.4% | +11.9% | +11.4% |
| 30D | +24.1% | -3.4% | +27.6% | +23.8% |
| 3M | +17.9% | -0.5% | +18.4% | +18.0% |
| 6M | +49.6% | -19.1% | +68.8% | +48.9% |
| YTD | +129.0% | -2.1% | +131.1% | +128.2% |
| 1Y | +112.0% | -3.2% | +115.2% | +111.4% |
| 3Y | +102.3% | -8.8% | +111.1% | +103.0% |
| 5Y | +224.5% | +13.0% | +211.6% | +194.3% |
| All | +224.5% | +12.8% | +211.8% | +194.3% |
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 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