+24.5%
COP vs HON
+18.6%
+5.8%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +1.4% |
| 7D | -0.5% | -0.6% | +0.1% | -0.4% |
| 30D | +11.7% | -15.4% | +27.1% | +15.1% |
| 3M | +17.7% | -9.1% | +26.8% | +18.7% |
| 6M | +18.3% | -17.1% | +35.4% | +22.5% |
| YTD | +49.1% | +1.5% | +47.6% | +40.6% |
| 1Y | +53.3% | -1.3% | +54.6% | +46.2% |
| All | +24.5% | +18.6% | +5.8% | +7.1% |
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