+5,634.3%
HON vs BP
+1,327.5%
+4,306.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.4% | +0.8% |
| 7D | -3.6% | +3.9% | -7.5% | -5.0% |
| 30D | -15.3% | +7.6% | -22.9% | -17.8% |
| 3M | -7.9% | +0.7% | -8.6% | -9.0% |
| 6M | -18.1% | +15.5% | -33.5% | -23.8% |
| YTD | +3.8% | +30.8% | -27.0% | -8.2% |
| 1Y | +0.5% | +34.3% | -33.8% | -12.4% |
| 3Y | +19.8% | +35.1% | -15.3% | +1.7% |
| 5Y | +2.9% | +126.8% | -123.9% | -31.5% |
| 10Y | +134.6% | +123.4% | +11.3% | +47.3% |
| All | +5,634.3% | +1,327.5% | +4,306.8% | +1,995.3% |
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