+838.1%
CLS vs HON
+27.8%
+810.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.1% | -5.3% | -5.3% |
| 7D | +16.3% | +1.4% | +14.9% | +15.5% |
| 30D | -25.7% | +7.5% | -33.2% | -28.0% |
| 3M | -30.9% | -4.3% | -26.5% | -29.5% |
| 6M | -35.5% | -1.5% | -33.9% | -34.7% |
| YTD | -18.7% | +10.5% | -29.2% | -21.9% |
| 1Y | -17.9% | +8.5% | -26.4% | -20.5% |
| 3Y | +838.1% | +28.0% | +810.1% | +706.8% |
| All | +838.1% | +27.8% | +810.3% | +706.8% |
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 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