-7.9%
SHW vs CORZ
+32.3%
-40.2%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -3.2% | +8.4% | -11.6% | -3.4% |
| 30D | -9.5% | -17.8% | +8.3% | -9.3% |
| 3M | +11.5% | -35.9% | +47.4% | +12.1% |
| 6M | -3.5% | +12.9% | -16.5% | -4.6% |
| YTD | +3.7% | +22.9% | -19.1% | +2.6% |
| 1Y | -7.9% | +31.4% | -39.3% | -3.9% |
| All | -7.9% | +32.3% | -40.2% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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