+65.1%
XLE vs HON
+33.3%
+31.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.1% | -3.5% | -0.1% |
| 7D | -7.9% | +2.3% | -10.2% | -8.2% |
| 30D | -4.8% | +10.2% | -15.1% | -6.2% |
| 3M | +8.4% | -6.7% | +15.1% | +9.6% |
| 6M | +12.7% | +3.3% | +9.3% | +10.7% |
| YTD | +41.3% | +13.4% | +27.8% | +32.8% |
| 1Y | +42.3% | +14.7% | +27.6% | +33.1% |
| 3Y | +65.1% | +33.4% | +31.7% | +44.9% |
| All | +65.1% | +33.3% | +31.8% | +44.9% |
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