+33,471.1%
ORCL vs HON
+5,695.7%
+27,775.4%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.0% | +2.1% | +2.6% |
| 7D | +5.3% | -3.6% | +8.9% | +7.1% |
| 30D | +10.0% | -15.3% | +25.2% | +18.7% |
| 3M | -32.6% | -7.9% | -24.7% | -30.5% |
| 6M | +4.9% | -18.1% | +23.0% | +13.7% |
| YTD | -17.8% | +3.8% | -21.6% | -20.5% |
| 1Y | -28.0% | +0.5% | -28.5% | -29.8% |
| 3Y | +36.0% | +19.8% | +16.3% | +20.6% |
| 5Y | +88.7% | +2.9% | +85.8% | +78.6% |
| 10Y | +346.9% | +134.6% | +212.3% | +180.0% |
| All | +33,471.1% | +5,695.7% | +27,775.4% | +4,545.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling