+17.7%
NXPI vs SHW
+14.2%
+3.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.3% | +0.5% | -0.6% |
| 7D | +0.7% | -1.2% | +1.8% | +1.3% |
| 30D | -6.6% | -11.6% | +5.0% | -0.5% |
| 3M | -25.4% | +9.1% | -34.5% | -29.7% |
| 6M | +11.9% | -0.7% | +12.6% | +10.5% |
| YTD | +4.0% | +1.4% | +2.7% | +1.5% |
| 1Y | +1.0% | -12.3% | +13.3% | +6.8% |
| 3Y | +16.3% | +23.4% | -7.0% | +0.2% |
| 5Y | +17.7% | +15.0% | +2.7% | +2.2% |
| All | +17.7% | +14.2% | +3.5% | +2.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling