+1,024.7%
XLE vs HSY
+970.0%
+54.7%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.5% |
| 7D | +2.2% | -3.3% | +5.5% | +3.3% |
| 30D | +11.8% | -2.8% | +14.6% | +12.7% |
| 3M | +9.8% | -4.5% | +14.3% | +10.9% |
| 6M | +15.6% | -24.2% | +39.8% | +25.7% |
| YTD | +45.3% | -2.7% | +48.0% | +44.7% |
| 1Y | +48.3% | -3.7% | +52.0% | +47.7% |
| 3Y | +55.4% | -11.5% | +66.9% | +55.8% |
| 5Y | +216.1% | +10.3% | +205.8% | +188.2% |
| 10Y | +178.4% | +122.1% | +56.3% | +97.3% |
| All | +1,024.7% | +970.0% | +54.7% | +385.7% |
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