+2,609.7%
CLS vs HON
+911.3%
+1,698.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.8% | +6.4% | +5.7% |
| 7D | +23.5% | +3.6% | +20.0% | +20.9% |
| 30D | -28.9% | +7.8% | -36.7% | -32.2% |
| 3M | -25.2% | -4.8% | -20.4% | -22.9% |
| 6M | -32.1% | -1.7% | -30.4% | -31.6% |
| YTD | -14.1% | +10.7% | -24.8% | -20.5% |
| 1Y | -24.1% | +7.8% | -31.8% | -28.6% |
| 3Y | +897.0% | +28.1% | +868.9% | +724.9% |
| 5Y | +2,089.9% | +12.2% | +2,077.7% | +1,855.9% |
| 10Y | +2,022.2% | +155.7% | +1,866.5% | +1,069.7% |
| All | +2,609.7% | +911.3% | +1,698.3% | +479.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling