+4,391.7%
XOM vs HON
+5,566.3%
-1,174.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.6% | +3.8% | +2.8% |
| 7D | 0.0% | -0.6% | +0.6% | +0.2% |
| 30D | +3.4% | -15.4% | +18.8% | +9.2% |
| 3M | +11.0% | -9.1% | +20.1% | +13.5% |
| 6M | +10.6% | -17.1% | +27.7% | +15.9% |
| YTD | +39.2% | +1.5% | +37.7% | +35.9% |
| 1Y | +52.7% | -1.3% | +54.0% | +50.1% |
| 3Y | +56.8% | +19.5% | +37.2% | +42.4% |
| 5Y | +261.8% | +3.1% | +258.7% | +243.5% |
| 10Y | +191.3% | +138.4% | +52.9% | +113.6% |
| All | +4,391.7% | +5,566.3% | -1,174.6% | +1,504.6% |
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 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