+3,641.2%
CLS vs HON
+4.3%
+3,636.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.7% | +6.3% | +6.0% |
| 7D | +12.8% | -0.8% | +13.6% | +13.4% |
| 30D | +3.8% | -15.2% | +19.0% | +14.1% |
| 3M | -14.6% | -6.0% | -8.7% | -11.7% |
| 6M | +32.2% | -14.9% | +47.1% | +44.8% |
| YTD | +11.6% | +3.2% | +8.5% | +8.3% |
| 1Y | +35.1% | 0.0% | +35.0% | +32.9% |
| 3Y | +1,312.5% | +21.5% | +1,291.1% | +1,065.3% |
| All | +3,641.2% | +4.3% | +3,636.9% | +3,432.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling