+440.3%
AXP vs HON
+167.2%
+273.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.1% | -3.0% | -2.3% |
| 7D | -1.1% | +2.3% | -3.5% | -3.2% |
| 30D | +5.2% | +10.2% | -5.0% | -3.3% |
| 3M | -4.6% | -6.7% | +2.1% | +0.1% |
| 6M | +3.2% | +3.3% | -0.1% | -2.6% |
| YTD | -11.3% | +13.4% | -24.8% | -24.1% |
| 1Y | -11.0% | +14.7% | -25.7% | -24.7% |
| 3Y | +120.2% | +33.4% | +86.8% | +55.7% |
| 5Y | +91.7% | +12.7% | +79.0% | +57.2% |
| 10Y | +440.3% | +164.1% | +276.2% | +112.7% |
| All | +440.3% | +167.2% | +273.1% | +112.7% |
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