+193.3%
COP vs HON
+2.6%
+190.7%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +1.6% |
| 7D | -0.5% | -0.6% | +0.1% | -0.3% |
| 30D | +11.7% | -15.4% | +27.1% | +17.7% |
| 3M | +17.7% | -9.1% | +26.8% | +19.8% |
| 6M | +18.3% | -17.1% | +35.4% | +24.3% |
| YTD | +49.1% | +1.5% | +47.6% | +41.2% |
| 1Y | +53.3% | -1.3% | +54.6% | +46.9% |
| 3Y | +22.2% | +19.5% | +2.6% | +3.5% |
| 5Y | +193.3% | +3.1% | +190.2% | +169.7% |
| All | +193.3% | +2.6% | +190.7% | +169.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling