+562.5%
LITE vs HON
+11.6%
+550.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.0% | -4.2% |
| 7D | +10.8% | +1.1% | +9.7% | +10.1% |
| 30D | -33.4% | +7.2% | -40.6% | -36.6% |
| 3M | -32.2% | -4.6% | -27.6% | -29.6% |
| 6M | -42.1% | -1.9% | -40.2% | -41.7% |
| YTD | +61.9% | +10.2% | +51.7% | +49.9% |
| 1Y | +163.0% | +8.2% | +154.8% | +146.4% |
| 3Y | +1,358.0% | +27.6% | +1,330.4% | +1,063.5% |
| All | +562.5% | +11.6% | +550.9% | +481.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling