-27.1%
CMCSA vs HON
+27.8%
-55.0%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | +3.2% | +1.4% | +1.7% | +2.8% |
| 30D | +19.5% | +7.5% | +12.0% | +17.3% |
| 3M | -2.4% | -4.3% | +1.9% | -1.4% |
| 6M | +3.8% | -1.5% | +5.4% | +2.8% |
| YTD | -5.4% | +10.5% | -15.9% | -11.3% |
| 1Y | +1.1% | +8.5% | -7.4% | -4.5% |
| 3Y | -27.1% | +28.0% | -55.2% | -38.9% |
| All | -27.1% | +27.8% | -55.0% | -38.9% |
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 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