+6,012.9%
HON vs CPB
+345.1%
+5,667.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.8% | -1.5% |
| 7D | +3.6% | -5.8% | +9.4% | +5.3% |
| 30D | +7.8% | +16.5% | -8.7% | +3.0% |
| 3M | -4.8% | -1.1% | -3.7% | -5.1% |
| 6M | -1.7% | +11.5% | -13.2% | -5.9% |
| YTD | +10.7% | -15.7% | +26.4% | +14.2% |
| 1Y | +7.8% | -24.7% | +32.4% | +14.8% |
| 3Y | +28.1% | -37.3% | +65.4% | +41.4% |
| 5Y | +12.2% | -35.0% | +47.2% | +20.8% |
| 10Y | +155.7% | -41.0% | +196.7% | +168.7% |
| All | +6,012.9% | +345.1% | +5,667.9% | +3,407.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling