+37.5%
CVX vs SHW
-7.8%
+45.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.2% |
| 7D | +3.3% | -3.2% | +6.6% | +2.4% |
| 30D | +12.9% | -9.5% | +22.4% | +9.7% |
| 3M | +11.7% | +11.5% | +0.3% | +15.1% |
| 6M | +14.1% | -3.5% | +17.7% | +16.6% |
| YTD | +40.7% | +3.7% | +37.0% | +44.0% |
| 1Y | +37.5% | -7.9% | +45.4% | +37.1% |
| All | +37.5% | -7.8% | +45.3% | +37.1% |
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 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