+2,460.3%
SHEL vs SHW
+20,643.9%
-18,183.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.2% | +0.6% |
| 7D | +2.2% | -3.2% | +5.5% | +3.1% |
| 30D | +6.8% | -9.5% | +16.4% | +9.6% |
| 3M | +8.1% | +11.5% | -3.3% | +4.2% |
| 6M | +14.4% | -3.5% | +18.0% | +14.1% |
| YTD | +30.0% | +3.7% | +26.2% | +26.9% |
| 1Y | +33.3% | -7.9% | +41.2% | +34.1% |
| 3Y | +66.4% | +24.7% | +41.7% | +51.5% |
| 5Y | +178.6% | +13.6% | +165.0% | +153.1% |
| 10Y | +198.4% | +283.0% | -84.5% | +86.9% |
| All | +2,460.3% | +20,643.9% | -18,183.7% | +403.2% |
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