-2.2%
SHOP vs SHW
+16.8%
-19.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.0% | -1.9% | -1.0% |
| 7D | -2.7% | +1.6% | -4.2% | -3.6% |
| 30D | -11.0% | +12.1% | -23.1% | -18.8% |
| 3M | +0.3% | -3.0% | +3.3% | +2.4% |
| 6M | +37.7% | +13.5% | +24.2% | +23.8% |
| YTD | -5.5% | +11.2% | -16.8% | -15.6% |
| 1Y | -0.2% | +6.2% | -6.5% | -7.3% |
| 3Y | +151.9% | +45.6% | +106.2% | +70.1% |
| 5Y | -2.2% | +15.6% | -17.8% | -23.2% |
| All | -2.2% | +16.8% | -19.0% | -23.2% |
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 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