+234.8%
RCL vs SHW
+15.5%
+219.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.6% | -0.4% |
| 7D | -5.1% | -3.2% | -1.9% | -3.0% |
| 30D | -19.0% | -9.5% | -9.5% | -13.6% |
| 3M | -9.6% | +11.5% | -21.0% | -15.8% |
| 6M | -6.7% | -3.5% | -3.1% | -4.8% |
| YTD | -3.9% | +3.7% | -7.6% | -6.2% |
| 1Y | -25.1% | -7.9% | -17.2% | -21.6% |
| 3Y | +179.1% | +24.7% | +154.4% | +140.4% |
| All | +234.8% | +15.5% | +219.3% | +161.7% |
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