+60.7%
COP vs SHW
+7.3%
+53.4%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +6.6% | -11.8% | -2.7% |
| 7D | -8.1% | +13.3% | -21.4% | -3.6% |
| 30D | +6.7% | +14.1% | -7.5% | +12.3% |
| 3M | +16.9% | +0.8% | +16.1% | +17.8% |
| 6M | +11.2% | +17.6% | -6.5% | +18.8% |
| YTD | +49.5% | +13.0% | +36.5% | +57.4% |
| 1Y | +60.7% | +7.0% | +53.7% | +69.8% |
| All | +60.7% | +7.3% | +53.4% | +69.8% |
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 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