+356.5%
SHW vs CPB
-39.9%
+396.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.2% | +5.2% | +4.3% |
| 7D | +1.6% | +3.3% | -1.7% | +0.9% |
| 30D | +12.1% | +19.0% | -6.9% | +7.8% |
| 3M | -3.0% | +0.4% | -3.4% | -3.3% |
| 6M | +13.5% | +13.0% | +0.6% | +10.1% |
| YTD | +11.2% | -12.7% | +24.0% | +13.6% |
| 1Y | +6.2% | -20.9% | +27.1% | +10.7% |
| 3Y | +45.6% | -35.4% | +81.0% | +56.6% |
| 5Y | +15.6% | -32.3% | +47.9% | +22.5% |
| 10Y | +356.5% | -40.5% | +397.0% | +376.3% |
| All | +356.5% | -39.9% | +396.4% | +376.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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