+63.9%
CSCO vs HON
+1.2%
+62.8%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.4% | +0.4% |
| 7D | -0.7% | -3.6% | +2.9% | -0.2% |
| 30D | -10.1% | -15.3% | +5.1% | -8.5% |
| 3M | -15.7% | -7.9% | -7.8% | -15.1% |
| 6M | +36.3% | -18.1% | +54.3% | +39.9% |
| YTD | +43.8% | +3.8% | +40.0% | +45.5% |
| 1Y | +63.9% | +0.5% | +63.5% | +65.6% |
| All | +63.9% | +1.2% | +62.8% | +65.6% |
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 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