+4,549.4%
RCL vs SHW
+10,436.6%
-5,887.3%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.6% | -0.4% |
| 7D | -5.1% | -3.2% | -1.9% | -3.3% |
| 30D | -19.0% | -9.5% | -9.5% | -14.3% |
| 3M | -9.6% | +11.5% | -21.0% | -15.0% |
| 6M | -6.7% | -3.5% | -3.1% | -4.7% |
| YTD | -3.9% | +3.7% | -7.6% | -5.8% |
| 1Y | -25.1% | -7.9% | -17.2% | -21.8% |
| 3Y | +179.1% | +24.7% | +154.4% | +145.0% |
| 5Y | +243.3% | +13.6% | +229.7% | +210.5% |
| 10Y | +325.8% | +283.0% | +42.8% | +96.5% |
| All | +4,549.4% | +10,436.6% | -5,887.3% | +415.1% |
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