+35.2%
CLS vs SHW
-11.3%
+46.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -2.3% | +7.9% | +6.2% |
| 7D | +12.8% | -1.2% | +13.9% | +13.1% |
| 30D | +3.8% | -11.6% | +15.4% | +7.3% |
| 3M | -14.6% | +9.1% | -23.7% | -16.2% |
| 6M | +32.2% | -0.7% | +32.9% | +32.9% |
| YTD | +11.6% | +1.4% | +10.3% | +10.6% |
| All | +35.2% | -11.3% | +46.5% | +28.2% |
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