+427.3%
CSX vs HON
+159.7%
+267.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.0% | -5.3% | -4.6% |
| 7D | -5.5% | +0.8% | -6.3% | -6.2% |
| 30D | +4.9% | +5.7% | -0.8% | +1.0% |
| 3M | -2.9% | -8.3% | +5.5% | +2.2% |
| 6M | +8.3% | -2.4% | +10.8% | +7.8% |
| YTD | +36.7% | +9.0% | +27.7% | +25.1% |
| 1Y | +41.5% | +9.2% | +32.3% | +29.1% |
| 3Y | +68.6% | +26.3% | +42.3% | +33.8% |
| 5Y | +48.4% | +9.1% | +39.3% | +29.6% |
| All | +427.3% | +159.7% | +267.7% | +126.9% |
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