+58.1%
CSX vs SHW
+14.9%
+43.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | -0.3% | -2.1% | +1.8% | +0.5% |
| 30D | +8.7% | +11.1% | -2.4% | +4.5% |
| 3M | +4.2% | -2.2% | +6.4% | +4.8% |
| 6M | +16.7% | +14.3% | +2.3% | +10.0% |
| YTD | +44.5% | +10.6% | +33.9% | +37.6% |
| 1Y | +50.3% | +4.1% | +46.2% | +46.4% |
| 3Y | +76.3% | +42.9% | +33.5% | +50.5% |
| 5Y | +58.1% | +14.2% | +43.9% | +46.1% |
| All | +58.1% | +14.9% | +43.2% | +46.1% |
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 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