+0.9%
AAL vs SHW
-9.8%
+10.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +1.6% |
| 7D | -1.3% | -3.2% | +1.9% | +1.3% |
| 30D | -13.7% | -11.4% | -2.3% | -4.9% |
| 3M | -8.2% | +3.5% | -11.6% | -10.0% |
| 6M | +13.1% | -3.4% | +16.5% | +14.4% |
| YTD | -15.6% | -0.3% | -15.2% | -13.2% |
| All | +0.9% | -9.8% | +10.8% | +4.2% |
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