+8.9%
CRCL vs HON
-7.8%
+16.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -11.2% | -3.5% | -7.8% | -9.3% |
| 30D | +27.1% | -13.8% | +40.9% | +38.3% |
| 3M | +9.6% | -11.7% | +21.3% | +15.1% |
| 6M | -19.7% | -18.7% | -1.0% | -9.6% |
| YTD | +14.2% | +0.2% | +14.0% | +4.3% |
| 1Y | -32.2% | -3.1% | -29.2% | -34.6% |
| All | +8.9% | -7.8% | +16.6% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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