+753.5%
HON vs CVE
+61.8%
+691.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.6% | +2.1% |
| 7D | +0.8% | -16.1% | +16.9% | +4.3% |
| 30D | +5.7% | -10.4% | +16.1% | +7.8% |
| 3M | -8.3% | -2.4% | -6.0% | -8.4% |
| 6M | -2.4% | -4.4% | +2.0% | -2.7% |
| YTD | +9.0% | +64.9% | -55.9% | -4.4% |
| 1Y | +9.2% | +66.0% | -56.8% | -4.5% |
| 3Y | +26.3% | +57.7% | -31.3% | +9.0% |
| 5Y | +9.1% | +144.7% | -135.6% | -18.8% |
| 10Y | +163.4% | +139.2% | +24.2% | +60.6% |
| All | +753.5% | +61.8% | +691.6% | +444.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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