+280.4%
SHW vs CNC
+99.9%
+180.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.3% | +1.6% |
| 7D | -3.1% | -0.9% | -2.2% | -3.0% |
| 30D | -10.0% | -1.0% | -9.1% | -9.9% |
| 3M | +2.3% | +4.5% | -2.3% | +1.1% |
| 6M | +0.7% | +85.2% | -84.6% | -11.3% |
| YTD | +0.5% | +61.4% | -60.9% | -9.7% |
| 1Y | -11.5% | +94.9% | -106.4% | -24.0% |
| 3Y | +21.3% | 0.0% | +21.3% | +14.5% |
| 5Y | +12.5% | +11.2% | +1.3% | +1.5% |
| All | +280.4% | +99.9% | +180.5% | +221.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 10y: compounded portfolio wealth divided by compounded CNC 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…
10y analysis · Full analysis span regression · 6 months rolling