+262,336.6%
AMZN vs SHW
+4,863.9%
+257,472.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | +0.4% |
| 7D | +0.8% | -1.2% | +2.0% | +1.3% |
| 30D | -6.4% | -11.6% | +5.2% | -1.2% |
| 3M | +4.8% | +9.1% | -4.3% | +0.2% |
| 6M | +20.5% | -0.7% | +21.2% | +19.8% |
| YTD | +11.3% | +1.4% | +10.0% | +9.3% |
| 1Y | +9.0% | -12.3% | +21.2% | +13.7% |
| 3Y | +85.9% | +23.4% | +62.5% | +64.3% |
| 5Y | +45.8% | +15.0% | +30.8% | +30.6% |
| 10Y | +555.5% | +278.3% | +277.2% | +227.3% |
| All | +262,336.6% | +4,863.9% | +257,472.6% | +32,077.6% |
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