+3,574.7%
STX vs HON
+140.0%
+3,434.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.5% | -1.1% |
| 7D | +9.6% | -0.6% | +10.1% | +9.9% |
| 30D | +10.6% | -15.4% | +26.0% | +21.7% |
| 3M | +4.8% | -9.1% | +13.9% | +9.4% |
| 6M | +137.3% | -17.1% | +154.3% | +160.3% |
| YTD | +222.5% | +1.5% | +221.0% | +211.3% |
| 1Y | +366.2% | -1.3% | +367.5% | +355.7% |
| 3Y | +1,352.9% | +19.5% | +1,333.4% | +1,140.7% |
| 5Y | +1,077.4% | +3.1% | +1,074.4% | +990.0% |
| All | +3,574.7% | +140.0% | +3,434.7% | +1,882.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling