+251.6%
ORCL vs HON
+167.2%
+84.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.1% | -0.9% | +1.2% |
| 7D | +0.5% | +2.3% | -1.9% | -0.6% |
| 30D | -15.3% | +10.2% | -25.5% | -19.3% |
| 3M | -18.2% | -6.7% | -11.5% | -15.6% |
| 6M | -38.4% | +3.3% | -41.8% | -40.0% |
| YTD | -37.7% | +13.4% | -51.2% | -42.6% |
| 1Y | -49.3% | +14.7% | -64.0% | -53.7% |
| 3Y | +10.6% | +33.4% | -22.8% | -9.1% |
| 5Y | +35.5% | +12.7% | +22.8% | +20.6% |
| 10Y | +251.6% | +164.1% | +87.5% | +100.2% |
| All | +251.6% | +167.2% | +84.3% | +100.2% |
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