+3,231.7%
CLS vs SHW
+4,603.1%
-1,371.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.6% |
| 7D | +4.6% | -3.2% | +7.8% | +6.1% |
| 30D | -13.9% | -9.5% | -4.4% | -9.9% |
| 3M | -26.6% | +11.5% | -38.0% | -30.6% |
| 6M | +15.4% | -3.5% | +19.0% | +16.7% |
| YTD | +5.7% | +3.7% | +1.9% | +2.7% |
| 1Y | +41.1% | -7.9% | +49.0% | +44.4% |
| 3Y | +1,228.6% | +24.7% | +1,203.9% | +1,079.1% |
| 5Y | +3,240.6% | +13.6% | +3,227.1% | +2,914.4% |
| 10Y | +2,760.3% | +283.0% | +2,477.4% | +1,363.8% |
| All | +3,231.7% | +4,603.1% | -1,371.4% | +377.8% |
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