+5.6%
CDE vs SHW
+7.3%
-1.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +6.6% | +2.1% | +4.6% |
| 7D | +1.1% | +13.3% | -12.2% | -6.6% |
| 30D | -14.5% | +14.1% | -28.6% | -21.9% |
| 3M | -10.1% | +0.8% | -10.8% | -10.4% |
| 6M | -16.9% | +17.6% | -34.5% | -25.1% |
| YTD | -18.1% | +13.0% | -31.1% | -25.1% |
| 1Y | +5.6% | +7.0% | -1.4% | +1.7% |
| All | +5.6% | +7.3% | -1.6% | +1.7% |
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 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