+3,406.8%
LITE vs HON
+192.4%
+3,214.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +4.1% | +6.6% | +8.0% |
| 7D | -12.9% | +2.3% | -15.2% | -13.6% |
| 30D | -46.0% | +10.2% | -56.2% | -49.3% |
| 3M | -33.0% | -6.7% | -26.3% | -29.7% |
| 6M | -34.0% | +3.3% | -37.4% | -35.7% |
| YTD | +61.7% | +13.4% | +48.3% | +48.2% |
| 1Y | +148.3% | +14.7% | +133.6% | +125.4% |
| 3Y | +1,408.5% | +33.4% | +1,375.1% | +1,131.1% |
| 5Y | +546.2% | +12.7% | +533.4% | +482.8% |
| 10Y | +1,533.3% | +164.1% | +1,369.2% | +881.5% |
| All | +3,406.8% | +192.4% | +3,214.4% | +1,908.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling