+7.1%
CRM vs HON
+1.2%
+6.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.0% | -2.9% | -1.8% |
| 7D | +1.3% | -3.6% | +4.9% | +0.8% |
| 30D | +34.3% | -15.3% | +49.6% | +32.0% |
| 3M | +37.7% | -7.9% | +45.6% | +36.8% |
| 6M | +34.9% | -18.1% | +53.0% | +33.2% |
| YTD | -1.6% | +3.8% | -5.5% | -4.2% |
| 1Y | +7.1% | +0.5% | +6.6% | +6.5% |
| All | +7.1% | +1.2% | +6.0% | +6.5% |
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