+47.0%
CVX vs SHW
+7.3%
+39.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +6.6% | -10.3% | -1.7% |
| 7D | -5.3% | +13.3% | -18.7% | -1.6% |
| 30D | +5.1% | +14.1% | -9.1% | +9.5% |
| 3M | +14.9% | +0.8% | +14.2% | +15.4% |
| 6M | +14.9% | +17.6% | -2.8% | +21.1% |
| YTD | +46.3% | +13.0% | +33.3% | +52.1% |
| 1Y | +47.0% | +7.0% | +40.0% | +53.0% |
| All | +47.0% | +7.3% | +39.8% | +53.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling