-17.3%
SLB vs HON
+161.5%
-178.8%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.7% |
| 7D | -4.3% | +1.9% | -6.1% | -5.8% |
| 30D | +1.9% | +9.9% | -7.9% | -5.6% |
| 3M | -5.7% | -5.8% | +0.1% | -2.1% |
| 6M | -5.3% | +3.0% | -8.3% | -11.1% |
| YTD | +32.2% | +13.1% | +19.1% | +13.7% |
| 1Y | +38.5% | +13.2% | +25.3% | +18.9% |
| 3Y | +1.1% | +30.8% | -29.7% | -26.3% |
| 5Y | +70.3% | +13.0% | +57.2% | +38.3% |
| 10Y | -17.3% | +161.3% | -178.6% | -59.2% |
| All | -17.3% | +161.5% | -178.8% | -59.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling