+1,580.3%
LLY vs HON
+136.6%
+1,443.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.6% |
| 7D | -3.1% | -0.6% | -2.5% | -2.9% |
| 30D | -8.6% | -15.4% | +6.8% | -3.5% |
| 3M | -1.6% | -9.1% | +7.5% | +0.8% |
| 6M | +11.8% | -17.1% | +28.9% | +18.1% |
| YTD | +5.1% | +1.5% | +3.6% | +3.2% |
| 1Y | +50.7% | -1.3% | +52.0% | +49.0% |
| 3Y | +95.7% | +19.5% | +76.1% | +78.5% |
| 5Y | +390.2% | +3.1% | +387.1% | +366.2% |
| 10Y | +1,580.3% | +138.4% | +1,441.9% | +1,138.7% |
| All | +1,580.3% | +136.6% | +1,443.7% | +1,138.7% |
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