+139.2%
SLB vs HON
+4.8%
+134.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | -0.1% | -0.4% |
| 7D | +0.4% | -0.8% | +1.3% | +0.8% |
| 30D | +13.6% | -15.2% | +28.8% | +22.6% |
| 3M | +1.5% | -6.0% | +7.5% | +2.6% |
| 6M | +23.0% | -14.9% | +37.9% | +31.1% |
| YTD | +51.2% | +3.2% | +48.1% | +43.6% |
| 1Y | +63.5% | 0.0% | +63.5% | +57.5% |
| 3Y | +2.5% | +21.5% | -19.0% | -12.9% |
| 5Y | +139.2% | +4.0% | +135.1% | +130.4% |
| All | +139.2% | +4.8% | +134.4% | +130.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling