+63.3%
SLB vs HON
-1.7%
+65.0%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.2% |
| 7D | -1.9% | -0.6% | -1.3% | -1.8% |
| 30D | +7.8% | -15.4% | +23.2% | +11.1% |
| 3M | +2.7% | -9.1% | +11.8% | +3.0% |
| 6M | +22.2% | -17.1% | +39.2% | +27.9% |
| YTD | +51.1% | +1.5% | +49.6% | +42.2% |
| 1Y | +63.3% | -1.3% | +64.7% | +50.1% |
| All | +63.3% | -1.7% | +65.0% | +50.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling