+232.7%
LITE vs SHW
+7.3%
+225.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +6.6% | -14.5% | -4.6% |
| 7D | -31.4% | +13.3% | -44.7% | -26.8% |
| 30D | -42.6% | +14.1% | -56.7% | -38.6% |
| 3M | -26.2% | +0.8% | -27.0% | -22.9% |
| 6M | -35.8% | +17.6% | -53.4% | -30.2% |
| YTD | +70.0% | +13.0% | +57.1% | +89.2% |
| 1Y | +232.7% | +7.0% | +225.8% | +277.1% |
| All | +232.7% | +7.3% | +225.5% | +277.1% |
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