+181.3%
XLE vs HSY
+124.3%
+57.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +1.0% |
| 7D | +0.3% | -3.0% | +3.3% | +1.3% |
| 30D | +8.5% | -5.0% | +13.6% | +10.2% |
| 3M | +14.6% | -1.3% | +15.9% | +14.6% |
| 6M | +17.6% | -21.5% | +39.1% | +26.2% |
| YTD | +48.1% | -3.3% | +51.4% | +47.6% |
| 1Y | +53.8% | -5.5% | +59.3% | +53.9% |
| 3Y | +56.2% | -9.9% | +66.1% | +56.1% |
| 5Y | +227.7% | +11.3% | +216.4% | +187.2% |
| 10Y | +181.3% | +128.1% | +53.2% | +107.3% |
| All | +181.3% | +124.3% | +57.0% | +107.3% |
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 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