+901.5%
LITE vs HON
+3.2%
+898.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.0% | +3.0% | +3.3% |
| 7D | -1.5% | -3.6% | +2.1% | +1.2% |
| 30D | +6.7% | -15.3% | +21.9% | +20.6% |
| 3M | -6.8% | -7.9% | +1.1% | -1.7% |
| 6M | +29.4% | -18.1% | +47.5% | +49.8% |
| YTD | +139.1% | +3.8% | +135.3% | +130.6% |
| 1Y | +521.0% | +0.5% | +520.5% | +511.1% |
| 3Y | +1,535.3% | +19.8% | +1,515.5% | +1,264.2% |
| All | +901.5% | +3.2% | +898.3% | +817.8% |
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