+60.5%
XOM vs HSY
-9.3%
+69.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.0% | +0.5% |
| 7D | +4.1% | +0.1% | +4.0% | +4.1% |
| 30D | +4.6% | -5.2% | +9.8% | +5.3% |
| 3M | +14.0% | -3.4% | +17.4% | +14.4% |
| 6M | +11.0% | -19.2% | +30.2% | +14.3% |
| YTD | +40.7% | -2.6% | +43.3% | +40.9% |
| 1Y | +52.3% | -3.8% | +56.1% | +52.6% |
| 3Y | +60.5% | -10.6% | +71.1% | +52.7% |
| All | +60.5% | -9.3% | +69.8% | +52.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling