+8.5%
CRCL vs HON
-7.8%
+16.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.3% | -1.5% | -2.1% |
| 7D | -12.5% | -2.6% | -9.9% | -11.1% |
| 30D | +26.9% | -11.9% | +38.8% | +36.2% |
| 3M | +14.4% | -6.1% | +20.5% | +14.1% |
| 6M | -23.5% | -19.2% | -4.3% | -13.4% |
| YTD | +13.9% | +0.2% | +13.7% | +4.0% |
| 1Y | -20.6% | -1.5% | -19.1% | -25.4% |
| All | +8.5% | -7.8% | +16.4% | +19.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling