+270.3%
ORCL vs HON
+154.5%
+115.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.3% |
| 7D | +8.0% | +1.4% | +6.6% | +7.2% |
| 30D | -4.0% | +7.5% | -11.5% | -7.3% |
| 3M | -19.5% | -4.3% | -15.1% | -17.9% |
| 6M | -33.5% | -1.5% | -31.9% | -33.6% |
| YTD | -34.8% | +10.5% | -45.4% | -39.2% |
| 1Y | -41.6% | +8.5% | -50.2% | -45.2% |
| 3Y | +13.8% | +28.0% | -14.3% | -4.5% |
| 5Y | +43.4% | +12.0% | +31.4% | +27.8% |
| All | +270.3% | +154.5% | +115.7% | +114.4% |
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