+41.0%
CVS vs HON
+136.7%
-95.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.4% |
| 7D | -2.0% | -2.6% | +0.7% | -0.9% |
| 30D | +1.9% | -11.9% | +13.8% | +7.1% |
| 3M | -2.2% | -6.1% | +3.9% | -0.4% |
| 6M | +26.7% | -19.2% | +45.9% | +36.4% |
| YTD | +22.9% | +0.2% | +22.7% | +20.3% |
| 1Y | +32.9% | -1.5% | +34.4% | +30.5% |
| 3Y | +62.3% | +17.9% | +44.3% | +43.5% |
| 5Y | +34.2% | +1.9% | +32.3% | +25.5% |
| All | +41.0% | +136.7% | -95.8% | -6.4% |
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