+791.9%
CDE vs HON
+17.2%
+774.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.1% |
| 7D | -3.1% | -3.5% | +0.4% | -0.8% |
| 30D | +9.5% | -13.8% | +23.2% | +20.8% |
| 3M | +25.5% | -11.7% | +37.2% | +35.4% |
| 6M | -7.9% | -18.7% | +10.8% | +5.4% |
| YTD | +15.6% | +0.2% | +15.3% | +17.0% |
| 1Y | +34.0% | -3.1% | +37.1% | +38.2% |
| 3Y | +791.9% | +17.0% | +774.9% | +579.8% |
| All | +791.9% | +17.2% | +774.8% | +579.8% |
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