+1,077.4%
STX vs HON
+2.6%
+1,074.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.5% | -1.2% |
| 7D | +9.6% | -0.6% | +10.1% | +9.9% |
| 30D | +10.6% | -15.4% | +26.0% | +20.6% |
| 3M | +4.8% | -9.1% | +13.9% | +8.8% |
| 6M | +137.3% | -17.1% | +154.3% | +158.4% |
| YTD | +222.5% | +1.5% | +221.0% | +209.3% |
| 1Y | +366.2% | -1.3% | +367.5% | +352.9% |
| 3Y | +1,352.9% | +19.5% | +1,333.4% | +1,116.6% |
| 5Y | +1,077.4% | +3.1% | +1,074.4% | +898.6% |
| All | +1,077.4% | +2.6% | +1,074.8% | +898.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling