+60.7%
COP vs HON
+12.4%
+48.3%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.0% | -7.1% | -4.6% |
| 7D | -8.1% | +4.2% | -12.3% | -7.0% |
| 30D | +6.7% | +6.7% | 0.0% | +8.7% |
| 3M | +16.9% | -7.9% | +24.8% | +15.4% |
| 6M | +11.2% | +4.8% | +6.4% | +13.0% |
| YTD | +49.5% | +13.2% | +36.3% | +40.4% |
| 1Y | +60.7% | +13.1% | +47.6% | +50.9% |
| All | +60.7% | +12.4% | +48.3% | +50.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling