+54.1%
CCL vs HON
+22.0%
+32.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.7% | -0.8% |
| 7D | -0.1% | -0.8% | +0.7% | +0.5% |
| 30D | -20.0% | -15.2% | -4.8% | -8.9% |
| 3M | -13.7% | -6.0% | -7.7% | -10.6% |
| 6M | -9.0% | -14.9% | +5.9% | +2.7% |
| YTD | -22.8% | +3.2% | -26.0% | -26.0% |
| 1Y | -25.3% | 0.0% | -25.3% | -26.8% |
| 3Y | +54.1% | +21.5% | +32.6% | +23.4% |
| All | +54.1% | +22.0% | +32.1% | +23.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling