+68.6%
CSX vs HON
+25.5%
+43.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.0% | -5.3% | -4.1% |
| 7D | -5.5% | +0.8% | -6.3% | -5.9% |
| 30D | +4.9% | +5.7% | -0.8% | +2.7% |
| 3M | -2.9% | -8.3% | +5.5% | +0.1% |
| 6M | +8.3% | -2.4% | +10.8% | +8.0% |
| YTD | +36.7% | +9.0% | +27.7% | +29.6% |
| 1Y | +41.5% | +9.2% | +32.3% | +33.9% |
| 3Y | +68.6% | +26.3% | +42.3% | +39.1% |
| All | +68.6% | +25.5% | +43.1% | +39.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling