+337.5%
COP vs HON
+136.7%
+200.8%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +1.3% |
| 7D | +1.0% | -2.6% | +3.6% | +2.8% |
| 30D | +9.6% | -11.9% | +21.4% | +19.1% |
| 3M | +15.0% | -6.1% | +21.1% | +16.8% |
| 6M | +21.8% | -19.2% | +40.9% | +35.6% |
| YTD | +49.6% | +0.2% | +49.5% | +39.9% |
| 1Y | +49.9% | -1.5% | +51.4% | +41.1% |
| 3Y | +22.6% | +17.9% | +4.7% | -4.7% |
| 5Y | +193.6% | +1.9% | +191.7% | +152.8% |
| All | +337.5% | +136.7% | +200.8% | +112.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling