+24,937.0%
ORCL vs HON
+6,210.3%
+18,726.7%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.4% |
| 7D | -6.5% | +1.9% | -8.4% | -7.3% |
| 30D | -16.6% | +9.9% | -26.4% | -20.2% |
| 3M | -21.6% | -5.8% | -15.8% | -19.5% |
| 6M | -39.4% | +3.0% | -42.3% | -40.8% |
| YTD | -38.7% | +13.1% | -51.7% | -43.1% |
| 1Y | -50.4% | +13.2% | -63.5% | -54.1% |
| 3Y | +8.1% | +30.8% | -22.7% | -8.0% |
| 5Y | +34.5% | +13.0% | +21.5% | +21.8% |
| 10Y | +246.0% | +161.3% | +84.7% | +106.4% |
| All | +24,937.0% | +6,210.3% | +18,726.7% | +3,225.8% |
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