+626.9%
CEG vs HON
+6.7%
+620.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.1% | -1.0% |
| 7D | +1.3% | -0.6% | +1.9% | +1.6% |
| 30D | +8.8% | -15.4% | +24.2% | +17.4% |
| 3M | +17.0% | -9.1% | +26.1% | +21.4% |
| 6M | -8.7% | -17.1% | +8.3% | -1.1% |
| YTD | -16.4% | +1.5% | -17.9% | -18.5% |
| 1Y | -1.8% | -1.3% | -0.4% | -3.3% |
| 3Y | +175.8% | +19.5% | +156.2% | +133.5% |
| All | +626.9% | +6.7% | +620.2% | +517.3% |
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