-11.2%
AXP vs HON
+9.2%
-20.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.0% | -3.2% | -1.7% |
| 7D | +0.6% | +0.8% | -0.2% | +0.4% |
| 30D | +5.8% | +5.7% | +0.1% | +4.3% |
| 3M | -6.0% | -8.3% | +2.3% | -3.6% |
| 6M | +0.3% | -2.4% | +2.7% | +0.4% |
| YTD | -12.3% | +9.0% | -21.3% | -17.6% |
| 1Y | -11.2% | +9.2% | -20.4% | -17.2% |
| All | -11.2% | +9.2% | -20.4% | -17.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling