+4.7%
SHW vs CNP
+7.7%
-2.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -0.9% |
| 7D | +4.2% | -3.0% | +7.3% | +4.8% |
| 30D | +11.3% | +6.8% | +4.4% | +9.2% |
| 3M | -1.8% | +3.6% | -5.4% | -2.9% |
| 6M | +12.7% | 0.0% | +12.7% | +12.9% |
| YTD | +10.4% | +9.4% | +1.0% | +8.2% |
| 1Y | +4.7% | +6.8% | -2.1% | +2.6% |
| All | +4.7% | +7.7% | -2.9% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 CNP 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