+130.1%
CEG vs HON
+30.4%
+99.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.7% |
| 7D | +11.8% | -0.4% | +12.2% | +11.9% |
| 30D | -6.5% | +8.6% | -15.1% | -9.3% |
| 3M | -1.2% | -0.8% | -0.4% | -1.0% |
| 6M | -8.0% | -0.1% | -8.0% | -8.5% |
| YTD | -21.9% | +12.8% | -34.7% | -26.0% |
| 1Y | -21.4% | +10.4% | -31.9% | -25.0% |
| All | +130.1% | +30.4% | +99.7% | +81.8% |
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