+238.9%
CRM vs HON
+136.9%
+102.0%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.9% | +1.9% |
| 7D | -4.4% | -3.5% | -1.0% | -2.8% |
| 30D | +28.1% | -13.8% | +41.9% | +37.2% |
| 3M | +48.8% | -11.7% | +60.5% | +56.0% |
| 6M | +28.3% | -18.7% | +47.0% | +39.3% |
| YTD | -6.0% | +0.2% | -6.3% | -9.7% |
| 1Y | +1.4% | -3.1% | +4.5% | -1.1% |
| 3Y | +11.8% | +17.0% | -5.1% | -3.5% |
| 5Y | -2.0% | +2.0% | -4.0% | -9.4% |
| All | +238.9% | +136.9% | +102.0% | +101.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling