+94.3%
ORCL vs HON
+4.8%
+89.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.7% | +3.0% | +2.6% |
| 7D | +15.0% | -0.8% | +15.8% | +15.4% |
| 30D | +10.5% | -15.2% | +25.7% | +18.1% |
| 3M | -23.0% | -6.0% | -17.0% | -21.5% |
| 6M | +7.0% | -14.9% | +21.9% | +13.7% |
| YTD | -15.8% | +3.2% | -19.0% | -18.5% |
| 1Y | -31.1% | 0.0% | -31.1% | -32.6% |
| 3Y | +33.3% | +21.5% | +11.8% | +13.5% |
| 5Y | +94.3% | +4.0% | +90.3% | +75.4% |
| All | +94.3% | +4.8% | +89.5% | +75.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling