+607.3%
CEG vs HON
+5.3%
+602.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.4% | -2.1% |
| 7D | +0.3% | -2.6% | +2.9% | +1.6% |
| 30D | +2.9% | -11.9% | +14.8% | +9.0% |
| 3M | +18.2% | -6.1% | +24.3% | +20.7% |
| 6M | -9.5% | -19.2% | +9.7% | -0.7% |
| YTD | -18.7% | +0.2% | -18.8% | -20.2% |
| 1Y | -10.1% | -1.5% | -8.6% | -11.5% |
| 3Y | +168.3% | +17.9% | +150.4% | +128.6% |
| All | +607.3% | +5.3% | +602.1% | +504.5% |
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 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