+16,011.1%
STX vs HON
+1,469.4%
+14,541.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.0% | +5.4% | +5.7% |
| 7D | +2.4% | -3.6% | +5.9% | +4.9% |
| 30D | +1.4% | -15.3% | +16.7% | +13.0% |
| 3M | -8.2% | -7.9% | -0.3% | -4.3% |
| 6M | +127.0% | -18.1% | +145.1% | +154.8% |
| YTD | +209.1% | +3.8% | +205.3% | +193.5% |
| 1Y | +365.4% | +0.5% | +364.9% | +349.3% |
| 3Y | +1,135.4% | +19.8% | +1,115.6% | +939.9% |
| 5Y | +991.5% | +2.9% | +988.6% | +908.6% |
| 10Y | +3,695.8% | +134.6% | +3,561.2% | +1,753.9% |
| All | +16,011.1% | +1,469.4% | +14,541.7% | +2,084.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling