+1,308.1%
OXY vs SHW
+21,699.3%
-20,391.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | +4.2% | +1.9% | +2.3% | +3.6% |
| 30D | -4.3% | +8.1% | -12.4% | -6.9% |
| 3M | +2.3% | -2.8% | +5.1% | +2.4% |
| 6M | +5.5% | +15.0% | -9.5% | -0.5% |
| YTD | +44.9% | +9.0% | +35.9% | +37.5% |
| 1Y | +42.6% | +4.5% | +38.1% | +37.0% |
| 3Y | +0.7% | +41.9% | -41.1% | -13.1% |
| 5Y | +96.9% | +10.7% | +86.1% | +77.7% |
| 10Y | +18.8% | +340.4% | -321.6% | -30.6% |
| All | +1,308.1% | +21,699.3% | -20,391.2% | +253.9% |
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 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