+47.7%
XLE vs HON
+7.5%
+40.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +0.9% |
| 7D | +5.4% | +1.1% | +4.3% | +5.6% |
| 30D | -3.9% | +7.2% | -11.1% | -2.6% |
| 3M | +7.0% | -4.6% | +11.7% | +6.5% |
| 6M | +14.2% | -1.9% | +16.1% | +14.2% |
| YTD | +48.2% | +10.2% | +38.0% | +42.2% |
| 1Y | +47.7% | +8.2% | +39.5% | +42.0% |
| All | +47.7% | +7.5% | +40.2% | +42.0% |
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