+8.9%
CRCL vs SHW
-10.0%
+18.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | +0.4% |
| 7D | -11.2% | -3.1% | -8.1% | -11.5% |
| 30D | +27.1% | -10.0% | +37.1% | +25.6% |
| 3M | +9.6% | +2.3% | +7.4% | +11.0% |
| 6M | -19.7% | +0.7% | -20.4% | -18.7% |
| YTD | +14.2% | +0.5% | +13.8% | +13.6% |
| 1Y | -32.2% | -11.5% | -20.8% | -35.6% |
| All | +8.9% | -10.0% | +18.8% | +9.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling