+31.8%
CVS vs SHW
+14.0%
+17.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.4% |
| 7D | -1.9% | -3.2% | +1.3% | -1.3% |
| 30D | -0.3% | -11.4% | +11.1% | +1.9% |
| 3M | -1.1% | +3.5% | -4.6% | -2.1% |
| 6M | +23.7% | -3.4% | +27.1% | +23.8% |
| YTD | +23.0% | -0.3% | +23.3% | +22.2% |
| 1Y | +37.2% | -10.4% | +47.6% | +39.1% |
| 3Y | +62.4% | +21.3% | +41.1% | +53.6% |
| 5Y | +31.8% | +12.9% | +19.0% | +22.0% |
| All | +31.8% | +14.0% | +17.8% | +22.0% |
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