-10.0%
CRM vs HON
+12.4%
-22.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.0% | +0.2% | +2.5% |
| 7D | -6.2% | +4.2% | -10.4% | -5.6% |
| 30D | -1.2% | +6.7% | -7.9% | -0.3% |
| 3M | +19.1% | -7.9% | +27.0% | +17.7% |
| 6M | +23.0% | +4.8% | +18.2% | +26.7% |
| YTD | -13.7% | +13.2% | -26.9% | -15.1% |
| 1Y | -10.0% | +13.1% | -23.0% | -11.2% |
| All | -10.0% | +12.4% | -22.4% | -11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling