+481.0%
STX vs HON
+12.4%
+468.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.2% |
| 7D | +16.8% | +3.6% | +13.3% | +14.7% |
| 30D | -27.0% | +7.8% | -34.8% | -29.7% |
| 3M | -37.9% | -4.8% | -33.1% | -36.0% |
| 6M | -32.5% | -1.7% | -30.8% | -32.7% |
| YTD | +98.6% | +10.7% | +87.9% | +82.2% |
| 1Y | +93.6% | +7.8% | +85.8% | +80.6% |
| 3Y | +699.1% | +28.1% | +671.0% | +545.4% |
| 5Y | +481.0% | +12.2% | +468.8% | +384.9% |
| All | +481.0% | +12.4% | +468.6% | +384.9% |
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 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