+24,338.5%
ORCL vs SHW
+21,595.0%
+2,743.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.0% | -2.9% | -5.4% |
| 7D | -17.5% | +5.7% | -23.2% | -19.6% |
| 30D | -20.2% | +8.7% | -28.8% | -23.3% |
| 3M | -19.9% | -5.4% | -14.6% | -19.0% |
| 6M | -37.4% | +12.2% | -49.7% | -41.2% |
| YTD | -40.1% | +8.5% | -48.6% | -43.4% |
| 1Y | -53.4% | +4.9% | -58.3% | -55.5% |
| 3Y | +10.4% | +42.8% | -32.4% | -8.1% |
| 5Y | +29.8% | +14.5% | +15.3% | +15.0% |
| 10Y | +249.2% | +373.0% | -123.8% | +70.2% |
| All | +24,338.5% | +21,595.0% | +2,743.6% | +1,493.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling