+2,953.7%
CLS vs HON
+136.7%
+2,817.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -1.6% |
| 7D | +5.0% | -2.6% | +7.6% | +6.9% |
| 30D | +4.8% | -11.9% | +16.7% | +14.5% |
| 3M | -10.4% | -6.1% | -4.3% | -6.7% |
| 6M | +20.8% | -19.2% | +40.0% | +39.4% |
| YTD | +10.0% | +0.2% | +9.9% | +7.8% |
| 1Y | +28.5% | -1.5% | +30.0% | +26.5% |
| 3Y | +1,292.2% | +17.9% | +1,274.3% | +1,060.3% |
| 5Y | +3,616.8% | +1.9% | +3,614.9% | +3,321.5% |
| All | +2,953.7% | +136.7% | +2,817.0% | +1,735.6% |
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