+4.7%
HON vs CPB
-38.4%
+43.2%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.4% | -0.9% |
| 7D | -0.8% | -8.2% | +7.4% | +0.3% |
| 30D | -15.2% | -5.6% | -9.6% | -14.6% |
| 3M | -6.0% | +3.0% | -8.9% | -6.9% |
| 6M | -14.9% | -12.7% | -2.2% | -13.4% |
| YTD | +3.2% | -18.0% | +21.1% | +5.9% |
| 1Y | 0.0% | -31.7% | +31.8% | +6.2% |
| 3Y | +21.5% | -41.0% | +62.4% | +30.7% |
| All | +4.7% | -38.4% | +43.2% | +9.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling