+639.7%
CEG vs HON
+8.4%
+631.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.3% |
| 7D | +6.7% | -0.8% | +7.5% | +7.1% |
| 30D | +11.0% | -15.2% | +26.1% | +19.5% |
| 3M | +19.5% | -6.0% | +25.5% | +22.0% |
| 6M | -5.9% | -14.9% | +9.0% | +0.8% |
| YTD | -15.0% | +3.2% | -18.1% | -17.7% |
| 1Y | +0.6% | 0.0% | +0.6% | -1.6% |
| 3Y | +180.6% | +21.5% | +159.1% | +135.8% |
| All | +639.7% | +8.4% | +631.3% | +523.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling