+31.5%
ORCL vs HON
+22.1%
+9.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.0% | +2.1% | +2.8% |
| 7D | +5.3% | -3.6% | +8.9% | +6.3% |
| 30D | +10.0% | -15.3% | +25.2% | +14.9% |
| 3M | -32.6% | -7.9% | -24.7% | -31.0% |
| 6M | +4.9% | -18.1% | +23.0% | +11.0% |
| YTD | -17.8% | +3.8% | -21.6% | -19.3% |
| 1Y | -28.0% | +0.5% | -28.5% | -28.7% |
| All | +31.5% | +22.1% | +9.4% | +19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling