+163.0%
LITE vs SHW
+3.3%
+159.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.6% |
| 7D | +10.8% | +1.7% | +9.1% | +11.2% |
| 30D | -33.4% | +7.8% | -41.2% | -30.8% |
| 3M | -32.2% | -3.0% | -29.2% | -30.6% |
| 6M | -42.1% | +14.8% | -56.9% | -39.0% |
| YTD | +61.9% | +8.8% | +53.1% | +70.7% |
| 1Y | +163.0% | +4.2% | +158.7% | +187.9% |
| All | +163.0% | +3.3% | +159.7% | +187.9% |
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