+361.5%
LLY vs HON
+4.8%
+356.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.6% | -2.0% |
| 7D | -3.1% | -0.8% | -2.3% | -2.9% |
| 30D | -5.1% | -15.2% | +10.1% | -0.4% |
| 3M | -2.1% | -6.0% | +3.9% | -1.1% |
| 6M | +13.8% | -14.9% | +28.7% | +18.6% |
| YTD | +5.1% | +3.2% | +1.9% | +2.5% |
| 1Y | +53.1% | 0.0% | +53.1% | +50.6% |
| 3Y | +95.6% | +21.5% | +74.2% | +77.3% |
| 5Y | +361.5% | +4.0% | +357.5% | +331.9% |
| All | +361.5% | +4.8% | +356.7% | +331.9% |
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