+25.9%
CSCO vs HON
+7.5%
+18.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.4% | -5.8% | -6.2% |
| 7D | +1.9% | +1.1% | +0.8% | +1.7% |
| 30D | -15.8% | +7.2% | -23.0% | -16.3% |
| 3M | -15.4% | -4.6% | -10.7% | -14.5% |
| 6M | -5.4% | -1.9% | -3.5% | -5.2% |
| YTD | +26.5% | +10.2% | +16.3% | +26.5% |
| 1Y | +25.9% | +8.2% | +17.7% | +26.8% |
| All | +25.9% | +7.5% | +18.4% | +26.8% |
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