+48.3%
XLE vs HON
+1.2%
+47.1%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.8% | -0.8% |
| 7D | +2.2% | -3.6% | +5.8% | +1.8% |
| 30D | +11.8% | -15.3% | +27.0% | +9.8% |
| 3M | +9.8% | -7.9% | +17.7% | +9.0% |
| 6M | +15.6% | -18.1% | +33.6% | +16.8% |
| YTD | +45.3% | +3.8% | +41.4% | +39.3% |
| 1Y | +48.3% | +0.5% | +47.8% | +40.7% |
| All | +48.3% | +1.2% | +47.1% | +40.7% |
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