-34.0%
CCL vs HON
+154.5%
-188.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.2% | -0.2% |
| 7D | -1.2% | +1.4% | -2.6% | -2.8% |
| 30D | +13.1% | +7.5% | +5.6% | +3.7% |
| 3M | +3.4% | -4.3% | +7.7% | +8.4% |
| 6M | +18.7% | -1.5% | +20.3% | +17.0% |
| YTD | -2.3% | +10.5% | -12.8% | -16.9% |
| 1Y | +14.2% | +8.5% | +5.7% | -0.6% |
| 3Y | +133.6% | +28.0% | +105.5% | +56.5% |
| 5Y | +33.5% | +12.0% | +21.5% | +8.3% |
| All | -34.0% | +154.5% | -188.6% | -68.1% |
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