+521.0%
LITE vs SHW
-7.8%
+528.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.4% | +3.6% | +4.1% |
| 7D | -1.5% | -3.2% | +1.7% | -2.1% |
| 30D | +6.7% | -9.5% | +16.2% | +4.9% |
| 3M | -6.8% | +11.5% | -18.2% | -5.4% |
| 6M | +29.4% | -3.5% | +33.0% | +33.2% |
| YTD | +139.1% | +3.7% | +135.4% | +146.8% |
| 1Y | +521.0% | -7.9% | +528.9% | +524.2% |
| All | +521.0% | -7.8% | +528.8% | +524.2% |
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