+4,803.1%
CVX vs HON
+5,566.3%
-763.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.6% | +3.5% | +2.5% |
| 7D | +1.0% | -0.6% | +1.5% | +1.1% |
| 30D | +10.7% | -15.4% | +26.0% | +17.2% |
| 3M | +15.5% | -9.1% | +24.6% | +18.3% |
| 6M | +14.9% | -17.1% | +31.9% | +20.8% |
| YTD | +44.2% | +1.5% | +42.7% | +40.5% |
| 1Y | +43.5% | -1.3% | +44.8% | +40.9% |
| 3Y | +45.0% | +19.5% | +25.4% | +31.0% |
| 5Y | +172.2% | +3.1% | +169.1% | +157.6% |
| 10Y | +221.9% | +138.4% | +83.5% | +134.4% |
| All | +4,803.1% | +5,566.3% | -763.3% | +1,707.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling