+5,506.3%
HON vs XEL
+1,947.0%
+3,559.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.3% |
| 7D | -0.6% | +0.9% | -1.5% | -0.9% |
| 30D | -15.4% | -0.9% | -14.5% | -15.2% |
| 3M | -9.1% | -1.4% | -7.7% | -8.7% |
| 6M | -17.1% | -5.8% | -11.2% | -15.5% |
| YTD | +1.5% | +4.7% | -3.2% | -0.3% |
| 1Y | -1.3% | +9.1% | -10.4% | -4.8% |
| 3Y | +19.5% | +47.8% | -28.3% | +2.5% |
| 5Y | +3.1% | +29.0% | -25.9% | -7.9% |
| 10Y | +138.4% | +154.0% | -15.6% | +67.5% |
| All | +5,506.3% | +1,947.0% | +3,559.3% | +1,847.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling