+21.5%
HON vs CPB
-40.5%
+62.0%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.4% | -0.8% |
| 7D | -0.8% | -8.2% | +7.4% | 0.0% |
| 30D | -15.2% | -5.6% | -9.6% | -14.8% |
| 3M | -6.0% | +3.0% | -8.9% | -6.7% |
| 6M | -14.9% | -12.7% | -2.2% | -13.6% |
| YTD | +3.2% | -18.0% | +21.1% | +5.5% |
| 1Y | 0.0% | -31.7% | +31.8% | +5.3% |
| 3Y | +21.5% | -41.0% | +62.4% | +30.3% |
| All | +21.5% | -40.5% | +62.0% | +30.3% |
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 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