+129.4%
LITE vs SHW
+6.6%
+122.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +4.0% | +6.7% | +11.9% |
| 7D | -12.9% | +1.6% | -14.5% | -12.2% |
| 30D | -46.0% | +12.1% | -58.0% | -43.4% |
| 3M | -33.0% | -3.0% | -30.1% | -31.1% |
| 6M | -34.0% | +13.5% | -47.6% | -29.6% |
| YTD | +61.7% | +11.2% | +50.5% | +67.7% |
| All | +129.4% | +6.6% | +122.8% | +157.0% |
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