+149.9%
XLE vs HSY
+14.9%
+135.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | -12.0% | +7.5% | -19.5% | -12.7% |
| 30D | -2.7% | +11.1% | -13.8% | -3.9% |
| 3M | +6.6% | -1.9% | +8.5% | +6.7% |
| 6M | +9.5% | -3.0% | +12.5% | +9.7% |
| YTD | +40.6% | 0.0% | +40.5% | +39.9% |
| 1Y | +43.6% | +9.4% | +34.2% | +41.0% |
| 3Y | +58.1% | +3.8% | +54.3% | +54.8% |
| All | +149.9% | +14.9% | +135.1% | +124.8% |
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