+1,284.2%
CLS vs HON
+18.6%
+1,265.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +1.9% |
| 7D | +20.1% | -0.6% | +20.7% | +20.4% |
| 30D | +6.0% | -15.4% | +21.4% | +14.5% |
| 3M | -10.3% | -9.1% | -1.1% | -6.0% |
| 6M | +24.5% | -17.1% | +41.6% | +35.4% |
| YTD | +12.9% | +1.5% | +11.3% | +12.1% |
| 1Y | +36.7% | -1.3% | +38.0% | +37.3% |
| All | +1,284.2% | +18.6% | +1,265.6% | +1,023.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling