+3,476.8%
STX vs HON
+136.7%
+3,340.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.3% | -1.9% |
| 7D | +8.0% | -2.6% | +10.6% | +9.7% |
| 30D | +5.1% | -11.9% | +17.0% | +13.2% |
| 3M | +5.8% | -6.1% | +11.8% | +8.3% |
| 6M | +124.9% | -19.2% | +144.1% | +150.7% |
| YTD | +213.9% | +0.2% | +213.7% | +205.4% |
| 1Y | +350.4% | -1.5% | +351.9% | +340.6% |
| 3Y | +1,314.2% | +17.9% | +1,296.3% | +1,117.2% |
| 5Y | +1,092.8% | +1.9% | +1,090.9% | +1,011.2% |
| All | +3,476.8% | +136.7% | +3,340.1% | +1,844.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded HON 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling