+13.4%
YUM vs HSY
+10.7%
+2.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.2% | +1.8% | +4.6% |
| 7D | +10.8% | +6.6% | +4.2% | +8.5% |
| 30D | +21.4% | +8.4% | +13.0% | +18.5% |
| 3M | +13.2% | -1.8% | +15.0% | +13.6% |
| 6M | +8.8% | -2.6% | +11.4% | +8.9% |
| YTD | +11.5% | -2.0% | +13.5% | +10.2% |
| 1Y | +13.4% | +8.3% | +5.0% | +7.4% |
| All | +13.4% | +10.7% | +2.7% | +7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling