+0.5%
HON vs XEL
+7.2%
-6.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +1.2% |
| 7D | -3.6% | -1.0% | -2.6% | -3.4% |
| 30D | -15.3% | -1.9% | -13.4% | -14.8% |
| 3M | -7.9% | -1.9% | -6.0% | -7.2% |
| 6M | -18.1% | -7.4% | -10.6% | -16.8% |
| YTD | +3.8% | +4.1% | -0.2% | +5.2% |
| 1Y | +0.5% | +8.0% | -7.6% | +1.9% |
| All | +0.5% | +7.2% | -6.7% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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