+37.5%
CVX vs HON
+1.2%
+36.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.2% | -1.2% |
| 7D | +3.3% | -3.6% | +6.9% | +2.9% |
| 30D | +12.9% | -15.3% | +28.1% | +10.7% |
| 3M | +11.7% | -7.9% | +19.6% | +10.8% |
| 6M | +14.1% | -18.1% | +32.2% | +14.6% |
| YTD | +40.7% | +3.8% | +36.9% | +34.1% |
| 1Y | +37.5% | +0.5% | +37.0% | +30.1% |
| All | +37.5% | +1.2% | +36.3% | +30.1% |
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