+132.3%
HON vs CNC
+99.9%
+32.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.2% |
| 7D | -3.5% | -0.9% | -2.5% | -3.3% |
| 30D | -13.8% | -1.0% | -12.8% | -13.7% |
| 3M | -11.7% | +4.5% | -16.2% | -12.7% |
| 6M | -18.7% | +85.2% | -104.0% | -28.6% |
| YTD | +0.2% | +61.4% | -61.2% | -10.2% |
| 1Y | -3.1% | +94.9% | -98.0% | -17.1% |
| 3Y | +17.0% | 0.0% | +17.0% | +9.9% |
| 5Y | +2.0% | +11.2% | -9.2% | -9.0% |
| All | +132.3% | +99.9% | +32.4% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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