+6,127.6%
HON vs BP
+1,374.8%
+4,752.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.8% |
| 7D | -0.4% | -0.8% | +0.4% | -0.1% |
| 30D | +8.6% | -3.1% | +11.7% | +9.6% |
| 3M | -0.8% | +6.2% | -6.9% | -3.6% |
| 6M | -0.1% | +4.8% | -4.9% | -3.4% |
| YTD | +12.8% | +35.2% | -22.4% | -2.0% |
| 1Y | +10.4% | +27.4% | -17.0% | -2.1% |
| 3Y | +30.5% | +49.8% | -19.3% | +6.2% |
| 5Y | +15.0% | +109.4% | -94.4% | -21.0% |
| 10Y | +160.5% | +135.7% | +24.8% | +59.7% |
| All | +6,127.6% | +1,374.8% | +4,752.8% | +2,136.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling