+0.8%
AAL vs SHW
+3.5%
-2.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -0.9% |
| 7D | -0.1% | +1.9% | -2.0% | -1.6% |
| 30D | +11.7% | +8.1% | +3.6% | +4.1% |
| 3M | -12.5% | -2.8% | -9.8% | -10.1% |
| 6M | +3.6% | +15.0% | -11.4% | -8.7% |
| YTD | -14.1% | +9.0% | -23.1% | -19.2% |
| 1Y | +0.8% | +4.5% | -3.7% | -2.1% |
| All | +0.8% | +3.5% | -2.7% | -2.1% |
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