+448.7%
AXP vs HON
+159.7%
+289.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.0% | -3.2% | -2.9% |
| 7D | +0.6% | +0.8% | -0.2% | -0.2% |
| 30D | +5.8% | +5.7% | +0.1% | +0.8% |
| 3M | -6.0% | -8.3% | +2.3% | 0.0% |
| 6M | +0.3% | -2.4% | +2.7% | -0.6% |
| YTD | -12.3% | +9.0% | -21.3% | -22.3% |
| 1Y | -11.2% | +9.2% | -20.4% | -21.6% |
| 3Y | +117.0% | +26.3% | +90.7% | +61.0% |
| 5Y | +93.2% | +9.1% | +84.0% | +62.5% |
| All | +448.7% | +159.7% | +289.0% | +116.8% |
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 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