-7.9%
SHW vs CHTR
-41.9%
+34.0%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.4% |
| 7D | -3.2% | -1.1% | -2.2% | -3.2% |
| 30D | -9.5% | -0.8% | -8.8% | -9.6% |
| 3M | +11.5% | +17.8% | -6.3% | +8.8% |
| 6M | -3.5% | -34.5% | +30.9% | -1.6% |
| YTD | +3.7% | -27.2% | +30.9% | +3.8% |
| 1Y | -7.9% | -41.4% | +33.5% | -5.2% |
| All | -7.9% | -41.9% | +34.0% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 1y: compounded portfolio wealth divided by compounded CHTR 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…
1y analysis · Full analysis span regression · 6 months rolling