+28.2%
HON vs CPB
-37.1%
+65.3%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.8% | -1.7% |
| 7D | +3.6% | -5.8% | +9.4% | +4.2% |
| 30D | +7.8% | +16.5% | -8.7% | +6.0% |
| 3M | -4.8% | -1.1% | -3.7% | -5.0% |
| 6M | -1.7% | +11.5% | -13.2% | -3.7% |
| YTD | +10.7% | -15.7% | +26.4% | +12.7% |
| 1Y | +7.8% | -24.7% | +32.4% | +11.7% |
| All | +28.2% | -37.1% | +65.3% | +33.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling