+4,033.9%
YUM vs HSY
+1,047.9%
+2,986.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.1% | -1.3% |
| 7D | -5.2% | -0.4% | -4.8% | -5.1% |
| 30D | -0.1% | -3.4% | +3.4% | +1.1% |
| 3M | -4.3% | -0.5% | -3.8% | -4.4% |
| 6M | -8.7% | -19.1% | +10.4% | -2.3% |
| YTD | -3.5% | -2.1% | -1.4% | -3.6% |
| 1Y | +0.5% | -3.2% | +3.7% | +0.5% |
| 3Y | +20.5% | -8.8% | +29.3% | +20.9% |
| 5Y | +21.8% | +13.0% | +8.9% | +12.2% |
| 10Y | +176.5% | +130.9% | +45.6% | +96.3% |
| All | +4,033.9% | +1,047.9% | +2,986.0% | +1,530.6% |
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