+60.5%
XOM vs HON
+17.2%
+43.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +4.1% | -3.5% | +7.5% | +4.4% |
| 30D | +4.6% | -13.8% | +18.3% | +6.0% |
| 3M | +14.0% | -11.7% | +25.6% | +14.9% |
| 6M | +11.0% | -18.7% | +29.7% | +13.8% |
| YTD | +40.7% | +0.2% | +40.5% | +36.0% |
| 1Y | +52.3% | -3.1% | +55.4% | +48.3% |
| 3Y | +60.5% | +17.0% | +43.5% | +46.1% |
| All | +60.5% | +17.2% | +43.3% | +46.1% |
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