+8.5%
CRCL vs SHW
-11.6%
+20.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.9% | -2.9% |
| 7D | -12.5% | -4.5% | -8.0% | -12.8% |
| 30D | +26.9% | -12.7% | +39.6% | +25.0% |
| 3M | +14.4% | +4.7% | +9.7% | +16.4% |
| 6M | -23.5% | -3.4% | -20.1% | -23.2% |
| YTD | +13.9% | -1.3% | +15.2% | +13.1% |
| 1Y | -20.6% | -10.4% | -10.2% | -23.4% |
| All | +8.5% | -11.6% | +20.1% | +9.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling