+5,669.9%
RCL vs SHW
+10,764.7%
-5,094.8%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.4% | +2.8% | +2.2% |
| 7D | +6.5% | +3.5% | +3.0% | +4.5% |
| 30D | +15.9% | +9.2% | +6.6% | +10.1% |
| 3M | +2.7% | -5.1% | +7.8% | +5.3% |
| 6M | +15.2% | +6.8% | +8.4% | +10.4% |
| YTD | +19.2% | +7.0% | +12.3% | +14.5% |
| 1Y | +31.6% | +4.1% | +27.5% | +28.4% |
| 3Y | +274.2% | +41.1% | +233.1% | +205.6% |
| 5Y | +250.1% | +12.9% | +237.2% | +217.1% |
| 10Y | +388.4% | +366.3% | +22.1% | +103.6% |
| All | +5,669.9% | +10,764.7% | -5,094.8% | +525.7% |
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 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