+9,929.9%
STX vs HON
+1,565.6%
+8,364.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.6% | -2.8% |
| 7D | +14.6% | +1.1% | +13.5% | +13.9% |
| 30D | -26.0% | +7.2% | -33.1% | -29.2% |
| 3M | -42.6% | -4.6% | -38.0% | -40.6% |
| 6M | -35.3% | -1.9% | -33.4% | -35.4% |
| YTD | +92.5% | +10.2% | +82.3% | +75.9% |
| 1Y | +102.4% | +8.2% | +94.2% | +87.3% |
| 3Y | +673.8% | +27.6% | +646.2% | +526.5% |
| 5Y | +463.1% | +11.7% | +451.4% | +394.7% |
| 10Y | +2,014.6% | +154.6% | +1,860.0% | +882.7% |
| All | +9,929.9% | +1,565.6% | +8,364.3% | +1,209.4% |
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 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