+9.1%
SHW vs CORZ
+225.9%
-216.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.7% | -1.5% |
| 7D | -3.2% | +7.6% | -10.8% | -3.5% |
| 30D | -11.4% | -6.9% | -4.5% | -11.2% |
| 3M | +3.5% | -33.0% | +36.5% | +4.8% |
| 6M | -3.4% | +19.3% | -22.7% | -4.7% |
| YTD | -0.3% | +24.2% | -24.6% | -2.1% |
| 1Y | -10.4% | +24.5% | -34.9% | -12.3% |
| All | +9.1% | +225.9% | -216.8% | -1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling