HAL monthly performance report
Check HAL's monthly returns, drawdown, and seasonality trends — updated every month.
HAL monthly report
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Key takeaways
- Halliburton (HAL) closed September 2026 at $33.64, down 8.71% for the month and +50.45% over the trailing 12 months.
- Year-to-date, HAL is +19.04%, outperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading −4.07% versus its 200-day moving average ($35.07), a cautious technical signal.
- Over the past three years, HAL has underperformed the S&P 500 by −92.80%, with a relative strength index reading of 45.9.
- Win rate over the trailing 39 months stands at 43.6% — 17 positive months versus 22 negative months.
Halliburton ended September 2026 at $33.64, posting a monthly return of −8.71%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −8.01%.
The current quarter stands at −0.91% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −4.07% versus the 200-day moving average ($35.07).
Year-to-date, HAL is +19.04% against SPY +11.70%, a gap of +7.34%. The stock is currently −22.83% below its 52-week high, with maximum 3-year drawdown at −55.48%.
| Period | HAL | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −1.15% | −0.12% | −1.03% |
| 1 Week | −6.14% | −0.34% | −5.80% |
| 1 Month | −8.71% | −0.70% | −8.01% |
| 3 Months | −7.15% | +2.80% | −9.95% |
| 6 Months | −1.52% | +13.85% | −15.37% |
| YTD | +19.04% | +11.70% | +7.34% |
| 12 Months | +50.45% | +15.01% | +35.43% |
| 3 Years | −21.11% | +71.69% | −92.80% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jan 2026 | +18.61% |
| #2 | Jul 2023 | +18.46% |
| #3 | Nov 2024 | +14.85% |
| #4 | Aug 2026 | +14.26% |
| #5 | Mar 2024 | +12.40% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2025 | −21.88% |
| #2 | Dec 2024 | −14.66% |
| #3 | Jun 2026 | −12.61% |
| #4 | Aug 2024 | −10.35% |
| #5 | Sep 2026 | −8.71% |
| Quarter | Return |
|---|---|
| Q2 2025 | −19.67% |
| Q3 2025 | +20.71% |
| Q4 2025 | +14.88% |
| Q1 2026 | +37.97% |
| Q2 2026 | −12.93% |
| Q3 2026 (QTD) | −0.91% |
| Year | Return |
|---|---|
| 2023 | −8.13% |
| 2024 | −24.79% |
| 2025 | +3.94% |
| 2026 | +19.04% |
| Metric | Value |
|---|---|
| 52-Week High | $43.59 (2026-05-20) |
| 52-Week Low | $21.46 (2025-10-16) |
| Current Price | $33.64 |
| 200-Day Moving Average | $35.07 |
| Price vs 200DMA | −4.07% |
| 3-Year Maximum Drawdown | −55.48% (2025-04-08) |
| Current Drawdown from 52W High | −22.83% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 45.9 |
| 3-Year Excess Return vs S&P 500 | −92.80% |
| RS Peak | 105.5 (Oct 2023) |
| RS Trough | 33.5 (Aug 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was HAL's return for this report period?
HAL returned −8.71% in the latest monthly window ending 2026-09-18.
Has HAL outperformed SPY year to date?
YTD HAL: +19.04% vs SPY: +11.70%.
What is HAL's 12-month return?
+50.45% over the trailing 12 months.
Is HAL above or below its 200-day moving average?
Price is −4.07% versus 200DMA ($35.07).
What is the maximum drawdown in the 3-year window?
−55.48% on 2025-04-08.