-0.9%
CCL vs HON
+2.6%
-3.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.6% | -0.6% |
| 7D | -4.4% | -0.6% | -3.8% | -3.9% |
| 30D | -18.2% | -15.4% | -2.8% | -4.0% |
| 3M | -17.7% | -9.1% | -8.6% | -11.1% |
| 6M | -13.0% | -17.1% | +4.1% | +3.4% |
| YTD | -24.5% | +1.5% | -26.0% | -27.7% |
| 1Y | -26.9% | -1.3% | -25.6% | -28.4% |
| 3Y | +50.8% | +19.5% | +31.2% | +13.8% |
| 5Y | -0.9% | +3.1% | -4.0% | -14.3% |
| All | -0.9% | +2.6% | -3.5% | -14.3% |
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