+12.9%
CVS vs SHW
+12.4%
+0.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.5% |
| 7D | +10.4% | +0.7% | +9.7% | +10.3% |
| 30D | +3.3% | +8.4% | -5.1% | +1.5% |
| 3M | -4.5% | -2.2% | -2.3% | -4.4% |
| 6M | -4.4% | +13.3% | -17.7% | -7.2% |
| YTD | +16.6% | +9.2% | +7.4% | +13.6% |
| 1Y | +15.3% | +2.9% | +12.4% | +13.7% |
| 3Y | +48.6% | +41.1% | +7.5% | +35.9% |
| 5Y | +12.9% | +11.0% | +1.9% | +4.4% |
| All | +12.9% | +12.4% | +0.5% | +4.4% |
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 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