+54.9%
XLE vs HON
+22.0%
+33.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.2% |
| 7D | 0.0% | -0.8% | +0.8% | +0.1% |
| 30D | +12.6% | -15.2% | +27.8% | +15.8% |
| 3M | +11.8% | -6.0% | +17.8% | +11.9% |
| 6M | +16.1% | -14.9% | +31.0% | +19.1% |
| YTD | +46.9% | +3.2% | +43.7% | +40.1% |
| 1Y | +53.3% | 0.0% | +53.2% | +47.6% |
| 3Y | +54.9% | +21.5% | +33.4% | +35.6% |
| All | +54.9% | +22.0% | +33.0% | +35.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling