+1.7%
OXY vs HON
+17.2%
-15.4%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +2.8% | -3.5% | +6.3% | +3.4% |
| 30D | +5.5% | -13.8% | +19.2% | +8.1% |
| 3M | +11.3% | -11.7% | +23.0% | +12.9% |
| 6M | +11.6% | -18.7% | +30.3% | +15.9% |
| YTD | +51.6% | +0.2% | +51.3% | +43.7% |
| 1Y | +36.2% | -3.1% | +39.3% | +30.8% |
| 3Y | +1.7% | +17.0% | -15.3% | -12.8% |
| All | +1.7% | +17.2% | -15.4% | -12.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling