+2,738.2%
HON vs RIG
-43.4%
+2,781.6%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.1% | -4.3% | -0.7% |
| 7D | +1.4% | +5.7% | -4.3% | +0.6% |
| 30D | +7.5% | -0.7% | +8.2% | +7.2% |
| 3M | -4.3% | -3.1% | -1.2% | -4.5% |
| 6M | -1.5% | -16.3% | +14.8% | -0.2% |
| YTD | +10.5% | +34.1% | -23.6% | +3.6% |
| 1Y | +8.5% | +38.2% | -29.6% | +1.1% |
| 3Y | +28.0% | -15.3% | +43.3% | +22.7% |
| 5Y | +12.0% | +62.5% | -50.4% | -9.5% |
| 10Y | +155.4% | -46.6% | +201.9% | +87.3% |
| All | +2,738.2% | -43.4% | +2,781.6% | +1,938.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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