+1,402.3%
LITE vs HON
+159.7%
+1,242.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.0% | +3.7% | +4.3% |
| 7D | -35.9% | +0.8% | -36.7% | -36.2% |
| 30D | -51.5% | +5.7% | -57.3% | -53.4% |
| 3M | -35.7% | -8.3% | -27.4% | -31.6% |
| 6M | -43.0% | -2.4% | -40.5% | -42.3% |
| YTD | +46.1% | +9.0% | +37.1% | +36.5% |
| 1Y | +124.7% | +9.2% | +115.5% | +109.2% |
| 3Y | +1,172.1% | +26.3% | +1,145.7% | +956.2% |
| 5Y | +477.0% | +9.1% | +467.9% | +426.0% |
| All | +1,402.3% | +159.7% | +1,242.7% | +688.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 10y: compounded portfolio wealth divided by compounded HON 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…
10y analysis · Full analysis span regression · 6 months rolling