+3.2%
SLB vs HON
+33.3%
-30.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.1% | -3.1% | -0.8% |
| 7D | -3.7% | +2.3% | -6.0% | -4.6% |
| 30D | +2.9% | +10.2% | -7.3% | -1.3% |
| 3M | +0.2% | -6.7% | +6.9% | +3.0% |
| 6M | -4.4% | +3.3% | -7.8% | -8.2% |
| YTD | +33.4% | +13.4% | +20.0% | +20.6% |
| 1Y | +40.8% | +14.7% | +26.1% | +26.2% |
| 3Y | +3.2% | +33.4% | -30.2% | -14.0% |
| All | +3.2% | +33.3% | -30.1% | -14.0% |
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