+20.4%
HON vs BP
+35.2%
-14.9%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.1% | -0.8% |
| 7D | -0.8% | +0.9% | -1.8% | -0.9% |
| 30D | -15.2% | +9.1% | -24.3% | -15.7% |
| 3M | -6.0% | +3.9% | -9.9% | -6.2% |
| 6M | -14.9% | +13.6% | -28.5% | -16.7% |
| YTD | +3.2% | +34.0% | -30.9% | -2.0% |
| 1Y | 0.0% | +39.2% | -39.1% | -5.8% |
| All | +20.4% | +35.2% | -14.9% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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