+163.9%
XLE vs HON
+161.5%
+2.5%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.8% | +0.6% |
| 7D | -6.7% | +1.9% | -8.6% | -8.0% |
| 30D | -4.4% | +9.9% | -14.3% | -10.3% |
| 3M | +4.0% | -5.8% | +9.8% | +7.0% |
| 6M | +13.2% | +3.0% | +10.2% | +7.3% |
| YTD | +41.9% | +13.1% | +28.8% | +23.7% |
| 1Y | +41.6% | +13.2% | +28.5% | +23.1% |
| 3Y | +64.0% | +30.8% | +33.2% | +22.1% |
| 5Y | +158.1% | +13.0% | +145.1% | +111.3% |
| 10Y | +163.9% | +161.3% | +2.6% | +25.3% |
| All | +163.9% | +161.5% | +2.5% | +25.3% |
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