+11.0%
SHW vs CORZ
+237.5%
-226.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.7% | -7.0% | -2.5% |
| 7D | -1.2% | +16.6% | -17.7% | -1.8% |
| 30D | -11.6% | -10.9% | -0.7% | -11.3% |
| 3M | +9.1% | -31.0% | +40.1% | +10.3% |
| 6M | -0.7% | +26.0% | -26.7% | -2.3% |
| YTD | +1.4% | +28.6% | -27.3% | -0.6% |
| 1Y | -12.3% | +34.5% | -46.7% | -14.4% |
| All | +11.0% | +237.5% | -226.5% | +0.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling