+11.7%
CRCL vs SHW
-10.7%
+22.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.7% | -1.6% | -3.4% |
| 7D | +4.9% | -3.2% | +8.1% | +4.6% |
| 30D | +38.7% | -11.4% | +50.1% | +36.8% |
| 3M | +14.7% | +3.5% | +11.2% | +16.2% |
| 6M | -16.9% | -3.4% | -13.5% | -16.6% |
| YTD | +17.3% | -0.3% | +17.6% | +16.5% |
| 1Y | -21.2% | -10.4% | -10.8% | -24.8% |
| All | +11.7% | -10.7% | +22.5% | +12.4% |
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