+156.2%
HON vs CPB
-40.8%
+196.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.8% | -1.7% |
| 7D | +3.6% | -5.8% | +9.4% | +4.4% |
| 30D | +7.8% | +16.5% | -8.7% | +5.5% |
| 3M | -4.8% | -1.1% | -3.7% | -4.9% |
| 6M | -1.7% | +11.5% | -13.2% | -3.8% |
| YTD | +10.7% | -15.7% | +26.4% | +12.6% |
| 1Y | +7.8% | -24.7% | +32.4% | +11.5% |
| 3Y | +28.1% | -37.3% | +65.4% | +35.2% |
| 5Y | +12.2% | -35.0% | +47.2% | +17.5% |
| All | +156.2% | -40.8% | +196.9% | +165.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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