+181.3%
XLE vs HON
+136.6%
+44.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.8% |
| 7D | +0.3% | -0.6% | +0.9% | +0.6% |
| 30D | +8.5% | -15.4% | +23.9% | +20.1% |
| 3M | +14.6% | -9.1% | +23.8% | +19.0% |
| 6M | +17.6% | -17.1% | +34.6% | +28.1% |
| YTD | +48.1% | +1.5% | +46.6% | +39.0% |
| 1Y | +53.8% | -1.3% | +55.1% | +46.3% |
| 3Y | +56.2% | +19.5% | +36.7% | +23.5% |
| 5Y | +227.7% | +3.1% | +224.7% | +185.1% |
| 10Y | +181.3% | +138.4% | +42.9% | +45.7% |
| All | +181.3% | +136.6% | +44.7% | +45.7% |
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 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