+50.8%
CDE vs HON
+1.2%
+49.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.8% | -2.6% |
| 7D | +0.5% | -3.6% | +4.1% | +3.2% |
| 30D | +21.9% | -15.3% | +37.1% | +38.0% |
| 3M | +14.9% | -7.9% | +22.8% | +20.5% |
| 6M | -10.5% | -18.1% | +7.5% | +2.0% |
| YTD | +19.3% | +3.8% | +15.4% | +23.4% |
| 1Y | +50.8% | +0.5% | +50.3% | +59.5% |
| All | +50.8% | +1.2% | +49.6% | +59.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling