+9,772.3%
CSX vs HON
+5,695.7%
+4,076.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.4% |
| 7D | -3.4% | -3.6% | +0.2% | -1.7% |
| 30D | -3.1% | -15.3% | +12.2% | +4.7% |
| 3M | +7.2% | -7.9% | +15.1% | +10.6% |
| 6M | +16.2% | -18.1% | +34.2% | +26.3% |
| YTD | +37.5% | +3.8% | +33.7% | +33.1% |
| 1Y | +53.2% | +0.5% | +52.7% | +50.0% |
| 3Y | +68.2% | +19.8% | +48.5% | +49.7% |
| 5Y | +65.2% | +2.9% | +62.3% | +57.4% |
| 10Y | +504.1% | +134.6% | +369.5% | +295.2% |
| All | +9,772.3% | +5,695.7% | +4,076.5% | +1,780.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling