HAL monthly performance report
Monthly HAL research: returns, drawdown, relative strength, seasonality, and key stats.
HAL monthly report
—
Key takeaways
- Halliburton (HAL) closed August 2026 at $31.82, down 1.33% for the month and +46.77% over the trailing 12 months.
- Year-to-date, HAL is +12.60%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading −5.80% versus its 200-day moving average ($33.78), a cautious technical signal.
- Over the past three years, HAL has underperformed the S&P 500 by −91.83%, with a relative strength index reading of 47.1.
- Win rate over the trailing 39 months stands at 46.2% — 18 positive months versus 21 negative months.
Halliburton ended August 2026 at $31.82, posting a monthly return of −1.33%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −4.38%.
The current quarter stands at −3.64% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −5.80% versus the 200-day moving average ($33.78).
Year-to-date, HAL is +12.60% against SPY +12.89%, a gap of −0.29%. The stock is currently −27.00% below its 52-week high, with maximum 3-year drawdown at −55.48%.
| Period | HAL | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −1.67% | −0.20% | −1.47% |
| 1 Week | +1.89% | +3.90% | −2.02% |
| 1 Month | −1.33% | +3.05% | −4.38% |
| 3 Months | −24.78% | +7.11% | −31.89% |
| 6 Months | −3.08% | +10.70% | −13.77% |
| YTD | +12.60% | +12.89% | −0.29% |
| 12 Months | +46.77% | +22.58% | +24.19% |
| 3 Years | −19.54% | +72.29% | −91.83% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jan 2026 | +18.28% |
| #2 | Jul 2023 | +17.71% |
| #3 | Jun 2023 | +14.83% |
| #4 | Nov 2024 | +13.95% |
| #5 | Mar 2024 | +11.10% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2025 | −21.50% |
| #2 | Dec 2024 | −14.84% |
| #3 | Jun 2026 | −13.70% |
| #4 | Aug 2024 | −9.75% |
| #5 | May 2026 | −8.50% |
| Quarter | Return |
|---|---|
| Q2 2025 | −21.45% |
| Q3 2025 | +22.93% |
| Q4 2025 | +15.23% |
| Q1 2026 | +37.06% |
| Q2 2026 | −13.18% |
| Q3 2026 (QTD) | −3.64% |
| Year | Return |
|---|---|
| 2023 | −12.62% |
| 2024 | −25.71% |
| 2025 | +2.18% |
| 2026 | +14.67% |
| Metric | Value |
|---|---|
| 52-Week High | $43.59 (2026-05-20) |
| 52-Week Low | $20.39 (2025-08-11) |
| Current Price | $31.82 |
| 200-Day Moving Average | $33.78 |
| Price vs 200DMA | −5.80% |
| 3-Year Maximum Drawdown | −55.48% (2025-04-08) |
| Current Drawdown from 52W High | −27.00% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 47.1 |
| 3-Year Excess Return vs S&P 500 | −91.83% |
| RS Peak | 115.5 (Oct 2023) |
| RS Trough | 36.7 (Aug 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was HAL's return for this report period?
HAL returned −1.33% in the latest monthly window ending 2026-08-05.
Has HAL outperformed SPY year to date?
YTD HAL: +12.60% vs SPY: +12.89%.
What is HAL's 12-month return?
+46.77% over the trailing 12 months.
Is HAL above or below its 200-day moving average?
Price is −5.80% versus 200DMA ($33.78).
What is the maximum drawdown in the 3-year window?
−55.48% on 2025-04-08.