+32.2%
CVS vs HON
+1.1%
+31.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -2.2% | -3.5% | +1.3% | -1.2% |
| 30D | -0.1% | -13.8% | +13.7% | +4.0% |
| 3M | -5.2% | -11.7% | +6.5% | -2.2% |
| 6M | +26.9% | -18.7% | +45.6% | +33.6% |
| YTD | +22.1% | +0.2% | +21.8% | +19.7% |
| 1Y | +30.8% | -3.1% | +33.9% | +29.4% |
| 3Y | +54.4% | +17.0% | +37.4% | +39.0% |
| All | +32.2% | +1.1% | +31.1% | +22.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling