+1,914.6%
CLS vs HON
+154.5%
+1,760.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.1% | -5.3% | -5.3% |
| 7D | +16.3% | +1.4% | +14.9% | +15.2% |
| 30D | -25.7% | +7.5% | -33.2% | -29.4% |
| 3M | -30.9% | -4.3% | -26.5% | -28.7% |
| 6M | -35.5% | -1.5% | -33.9% | -35.0% |
| YTD | -18.7% | +10.5% | -29.2% | -25.8% |
| 1Y | -17.9% | +8.5% | -26.4% | -24.2% |
| 3Y | +838.1% | +28.0% | +810.1% | +635.5% |
| 5Y | +1,971.9% | +12.0% | +1,959.9% | +1,678.6% |
| All | +1,914.6% | +154.5% | +1,760.0% | +978.8% |
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 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