-49.5%
ORCL vs HON
+12.4%
-61.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.0% | -3.9% | -2.2% |
| 7D | -14.4% | +4.2% | -18.6% | -14.8% |
| 30D | -12.8% | +6.7% | -19.5% | -13.5% |
| 3M | -14.8% | -7.9% | -6.9% | -14.3% |
| 6M | -30.9% | +4.8% | -35.7% | -28.8% |
| YTD | -35.7% | +13.2% | -48.8% | -30.9% |
| 1Y | -49.5% | +13.1% | -62.5% | -45.5% |
| All | -49.5% | +12.4% | -61.8% | -45.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling