+132.3%
HON vs CPAY
+155.2%
-22.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -3.5% | -2.0% | -1.5% | -2.7% |
| 30D | -13.8% | -0.4% | -13.4% | -13.8% |
| 3M | -11.7% | +16.4% | -28.0% | -17.1% |
| 6M | -18.7% | +23.5% | -42.2% | -26.0% |
| YTD | +0.2% | +35.7% | -35.4% | -13.0% |
| 1Y | -3.1% | +30.2% | -33.2% | -14.9% |
| 3Y | +17.0% | +49.7% | -32.7% | -6.0% |
| 5Y | +2.0% | +56.6% | -54.5% | -21.8% |
| All | +132.3% | +155.2% | -22.9% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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