+368.4%
CSCO vs HON
+140.0%
+228.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +1.1% |
| 7D | 0.0% | -0.6% | +0.5% | +0.2% |
| 30D | -10.7% | -15.4% | +4.7% | -2.6% |
| 3M | -8.7% | -9.1% | +0.4% | -5.1% |
| 6M | +44.9% | -17.1% | +62.0% | +57.6% |
| YTD | +44.1% | +1.5% | +42.6% | +39.3% |
| 1Y | +65.9% | -1.3% | +67.2% | +62.0% |
| 3Y | +109.0% | +19.5% | +89.5% | +77.8% |
| 5Y | +114.8% | +3.1% | +111.7% | +97.7% |
| All | +368.4% | +140.0% | +228.4% | +176.0% |
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