-42.6%
CCL vs HON
+136.9%
-179.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.2% | +1.1% |
| 7D | -3.2% | -3.5% | +0.2% | +0.9% |
| 30D | -17.8% | -13.8% | -4.0% | -2.2% |
| 3M | -18.7% | -11.7% | -7.0% | -7.9% |
| 6M | -11.4% | -18.7% | +7.3% | +11.2% |
| YTD | -24.3% | +0.2% | -24.6% | -27.2% |
| 1Y | -28.8% | -3.1% | -25.8% | -29.3% |
| 3Y | +49.3% | +17.0% | +32.4% | +12.3% |
| 5Y | +1.6% | +2.0% | -0.4% | -7.3% |
| All | -42.6% | +136.9% | -179.6% | -69.0% |
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