+71.1%
HON vs CLBK
+65.5%
+5.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -3.5% | -1.5% | -2.0% | -3.0% |
| 30D | -13.8% | -1.0% | -12.7% | -13.5% |
| 3M | -11.7% | +22.9% | -34.6% | -17.9% |
| 6M | -18.7% | +44.2% | -62.9% | -28.5% |
| YTD | +0.2% | +64.0% | -63.7% | -15.9% |
| 1Y | -3.1% | +65.7% | -68.7% | -19.3% |
| 3Y | +17.0% | +54.1% | -37.1% | -3.6% |
| 5Y | +2.0% | +44.7% | -42.7% | -21.0% |
| All | +71.1% | +65.5% | +5.6% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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