+1,024.7%
XLE vs HON
+866.7%
+158.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.8% | -1.3% |
| 7D | +2.2% | -3.6% | +5.8% | +3.9% |
| 30D | +11.8% | -15.3% | +27.0% | +20.2% |
| 3M | +9.8% | -7.9% | +17.7% | +12.5% |
| 6M | +15.6% | -18.1% | +33.6% | +23.9% |
| YTD | +45.3% | +3.8% | +41.4% | +38.8% |
| 1Y | +48.3% | +0.5% | +47.8% | +43.4% |
| 3Y | +55.4% | +19.8% | +35.7% | +36.1% |
| 5Y | +216.1% | +2.9% | +213.2% | +194.5% |
| 10Y | +178.4% | +134.6% | +43.8% | +83.6% |
| All | +1,024.7% | +866.7% | +158.0% | +283.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling