+482.4%
CSX vs HON
+138.0%
+344.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.2% | -0.4% |
| 7D | +0.6% | -0.8% | +1.4% | +1.1% |
| 30D | -2.3% | -15.2% | +12.9% | +8.4% |
| 3M | +4.3% | -6.0% | +10.3% | +7.1% |
| 6M | +23.4% | -14.9% | +38.3% | +34.5% |
| YTD | +36.4% | +3.2% | +33.3% | +29.9% |
| 1Y | +53.0% | 0.0% | +53.0% | +47.8% |
| 3Y | +70.6% | +21.5% | +49.2% | +39.3% |
| 5Y | +65.5% | +4.0% | +61.4% | +49.4% |
| 10Y | +482.4% | +138.4% | +344.0% | +189.8% |
| All | +482.4% | +138.0% | +344.4% | +189.8% |
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 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