+0.7%
OXY vs SHW
+41.3%
-40.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | +4.2% | +1.9% | +2.3% | +4.4% |
| 30D | -4.3% | +8.1% | -12.4% | -3.5% |
| 3M | +2.3% | -2.8% | +5.1% | +2.5% |
| 6M | +5.5% | +15.0% | -9.5% | +6.1% |
| YTD | +44.9% | +9.0% | +35.9% | +45.5% |
| 1Y | +42.6% | +4.5% | +38.1% | +44.4% |
| 3Y | +0.7% | +41.9% | -41.1% | -1.3% |
| All | +0.7% | +41.3% | -40.5% | -1.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling