+368.8%
ORCL vs HON
+136.6%
+232.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.0% | +0.2% |
| 7D | +10.9% | -0.6% | +11.4% | +11.2% |
| 30D | +7.0% | -15.4% | +22.4% | +15.8% |
| 3M | -21.2% | -9.1% | -12.1% | -18.2% |
| 6M | +7.4% | -17.1% | +24.4% | +16.3% |
| YTD | -16.3% | +1.5% | -17.8% | -18.5% |
| 1Y | -32.3% | -1.3% | -31.0% | -33.6% |
| 3Y | +32.6% | +19.5% | +13.0% | +14.9% |
| 5Y | +93.1% | +3.1% | +90.0% | +79.4% |
| 10Y | +368.8% | +138.4% | +230.4% | +191.4% |
| All | +368.8% | +136.6% | +232.2% | +191.4% |
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 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