+11.8%
CRM vs HON
+17.2%
-5.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.9% | +1.9% |
| 7D | -4.4% | -3.5% | -1.0% | -3.7% |
| 30D | +28.1% | -13.8% | +41.9% | +32.3% |
| 3M | +48.8% | -11.7% | +60.5% | +51.9% |
| 6M | +28.3% | -18.7% | +47.0% | +34.5% |
| YTD | -6.0% | +0.2% | -6.3% | -10.2% |
| 1Y | +1.4% | -3.1% | +4.5% | -1.8% |
| 3Y | +11.8% | +17.0% | -5.1% | -3.6% |
| All | +11.8% | +17.2% | -5.3% | -3.6% |
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