+598.5%
CEG vs HON
+16.3%
+582.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.8% | +4.6% | +3.6% |
| 7D | +17.8% | +3.6% | +14.3% | +16.1% |
| 30D | -4.5% | +7.8% | -12.3% | -7.9% |
| 3M | +1.5% | -4.8% | +6.3% | +3.6% |
| 6M | -3.5% | -1.7% | -1.8% | -3.6% |
| YTD | -19.7% | +10.7% | -30.4% | -24.9% |
| 1Y | -19.8% | +7.8% | -27.5% | -24.0% |
| 3Y | +136.4% | +28.1% | +108.4% | +94.3% |
| All | +598.5% | +16.3% | +582.1% | +468.8% |
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 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