+272,232.7%
AMZN vs SHW
+5,226.2%
+267,006.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | +2.8% | +1.7% | +1.2% | +2.1% |
| 30D | +5.0% | +7.8% | -2.9% | +1.1% |
| 3M | +0.6% | -3.0% | +3.6% | +1.4% |
| 6M | -1.3% | +14.8% | -16.1% | -8.2% |
| YTD | +15.5% | +8.8% | +6.8% | +9.4% |
| 1Y | +12.2% | +4.2% | +8.0% | +8.2% |
| 3Y | +87.0% | +41.5% | +45.5% | +54.8% |
| 5Y | +51.3% | +10.5% | +40.8% | +37.3% |
| 10Y | +621.7% | +339.4% | +282.3% | +237.0% |
| All | +272,232.7% | +5,226.2% | +267,006.5% | +32,092.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling