+179.2%
XLE vs HON
+154.5%
+24.6%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.1% |
| 7D | +5.4% | +1.4% | +4.0% | +4.4% |
| 30D | -3.9% | +7.5% | -11.4% | -8.6% |
| 3M | +7.0% | -4.3% | +11.4% | +9.2% |
| 6M | +14.2% | -1.5% | +15.8% | +11.5% |
| YTD | +48.2% | +10.5% | +37.6% | +30.9% |
| 1Y | +47.7% | +8.5% | +39.1% | +32.0% |
| 3Y | +70.0% | +28.0% | +42.0% | +28.2% |
| 5Y | +169.1% | +12.0% | +157.1% | +120.7% |
| All | +179.2% | +154.5% | +24.6% | +34.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling