+11,573.1%
COST vs HON
+5,566.3%
+6,006.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.4% |
| 7D | -2.8% | -0.6% | -2.2% | -2.6% |
| 30D | -5.3% | -15.4% | +10.1% | -0.5% |
| 3M | -6.7% | -9.1% | +2.5% | -4.5% |
| 6M | -9.9% | -17.1% | +7.1% | -5.7% |
| YTD | +5.1% | +1.5% | +3.6% | +3.4% |
| 1Y | -7.3% | -1.3% | -6.0% | -8.3% |
| 3Y | +70.4% | +19.5% | +50.8% | +57.5% |
| 5Y | +104.4% | +3.1% | +101.3% | +97.1% |
| 10Y | +609.0% | +138.4% | +470.6% | +413.8% |
| All | +11,573.1% | +5,566.3% | +6,006.8% | +2,880.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling