+85.9%
AXP vs HON
+12.4%
+73.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.3% | -0.5% |
| 7D | -2.1% | +3.6% | -5.7% | -4.2% |
| 30D | +2.7% | +7.8% | -5.1% | -1.9% |
| 3M | -7.3% | -4.8% | -2.5% | -4.9% |
| 6M | +1.8% | -1.7% | +3.5% | +1.0% |
| YTD | -13.1% | +10.7% | -23.7% | -21.2% |
| 1Y | -13.7% | +7.8% | -21.5% | -20.4% |
| 3Y | +113.1% | +28.1% | +85.0% | +68.4% |
| 5Y | +85.9% | +12.2% | +73.8% | +62.4% |
| All | +85.9% | +12.4% | +73.5% | +62.4% |
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