+3.1%
HON vs BP
+141.6%
-138.5%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.4% | -1.8% |
| 7D | -0.6% | +4.0% | -4.5% | -1.1% |
| 30D | -15.4% | +7.8% | -23.2% | -16.4% |
| 3M | -9.1% | +8.4% | -17.5% | -10.4% |
| 6M | -17.1% | +15.1% | -32.1% | -19.6% |
| YTD | +1.5% | +36.4% | -34.9% | -5.2% |
| 1Y | -1.3% | +40.9% | -42.2% | -8.6% |
| 3Y | +19.5% | +38.8% | -19.3% | +9.6% |
| 5Y | +3.1% | +141.1% | -138.0% | -19.2% |
| All | +3.1% | +141.6% | -138.5% | -19.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling