+114.2%
CSCO vs HON
+4.3%
+110.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.6% | +0.2% |
| 7D | -0.5% | -0.8% | +0.3% | -0.2% |
| 30D | -10.1% | -15.2% | +5.1% | -3.8% |
| 3M | -11.7% | -6.0% | -5.8% | -10.4% |
| 6M | +40.1% | -14.9% | +55.0% | +48.3% |
| YTD | +43.8% | +3.2% | +40.6% | +38.3% |
| 1Y | +66.6% | 0.0% | +66.6% | +62.1% |
| 3Y | +108.5% | +21.5% | +87.0% | +77.1% |
| All | +114.2% | +4.3% | +110.0% | +93.3% |
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