+8.5%
AAL vs SHW
+4.6%
+4.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.2% |
| 7D | +3.4% | -2.1% | +5.6% | +5.6% |
| 30D | +11.7% | +11.1% | +0.6% | +1.4% |
| 3M | -7.8% | -2.2% | -5.6% | -5.7% |
| 6M | +10.2% | +14.3% | -4.1% | -2.6% |
| YTD | -8.0% | +10.6% | -18.6% | -15.1% |
| 1Y | +8.5% | +4.1% | +4.5% | +6.2% |
| All | +8.5% | +4.6% | +4.0% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 1y: compounded portfolio wealth divided by compounded SHW 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…
1y analysis · Full analysis span regression · 6 months rolling