+41.6%
XLE vs HON
+13.8%
+27.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.8% | +0.4% |
| 7D | -6.7% | +1.9% | -8.6% | -6.4% |
| 30D | -4.4% | +9.9% | -14.3% | -2.7% |
| 3M | +4.0% | -5.8% | +9.8% | +3.3% |
| 6M | +13.2% | +3.0% | +10.2% | +13.7% |
| YTD | +41.9% | +13.1% | +28.8% | +36.6% |
| 1Y | +41.6% | +13.2% | +28.5% | +36.3% |
| All | +41.6% | +13.8% | +27.8% | +36.3% |
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 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