+119.2%
ORLY vs HON
+1.1%
+118.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.3% |
| 7D | -2.4% | -3.5% | +1.1% | -1.4% |
| 30D | -6.8% | -13.8% | +7.0% | -3.0% |
| 3M | -4.8% | -11.7% | +6.9% | -2.0% |
| 6M | -9.1% | -18.7% | +9.7% | -4.4% |
| YTD | -5.9% | +0.2% | -6.1% | -7.9% |
| 1Y | -20.4% | -3.1% | -17.3% | -21.3% |
| 3Y | +36.6% | +17.0% | +19.6% | +22.2% |
| All | +119.2% | +1.1% | +118.0% | +106.2% |
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 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