+53,560.1%
ORLY vs HON
+2,599.1%
+50,961.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.7% |
| 7D | -1.0% | -0.6% | -0.5% | -0.8% |
| 30D | -6.7% | -15.4% | +8.7% | -1.5% |
| 3M | -3.8% | -9.1% | +5.3% | -1.5% |
| 6M | -9.0% | -17.1% | +8.0% | -4.2% |
| YTD | -5.6% | +1.5% | -7.1% | -7.3% |
| 1Y | -19.5% | -1.3% | -18.2% | -20.4% |
| 3Y | +34.7% | +19.5% | +15.2% | +23.1% |
| 5Y | +118.0% | +3.1% | +115.0% | +108.2% |
| 10Y | +364.1% | +138.4% | +225.7% | +231.8% |
| All | +53,560.1% | +2,599.1% | +50,961.0% | +20,680.2% |
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 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