-43.3%
ORCL vs HON
+8.1%
-51.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.9% | -0.7% |
| 7D | +10.4% | +3.6% | +6.8% | +9.7% |
| 30D | -11.2% | +7.8% | -19.0% | -12.1% |
| 3M | -16.8% | -4.8% | -12.0% | -16.3% |
| 6M | -31.5% | -1.7% | -29.8% | -29.3% |
| YTD | -33.9% | +10.7% | -44.6% | -28.1% |
| 1Y | -43.3% | +7.8% | -51.0% | -39.2% |
| All | -43.3% | +8.1% | -51.3% | -39.2% |
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 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