+63.6%
SLB vs SHW
-7.8%
+71.4%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.3% | +0.1% |
| 7D | +0.8% | -3.2% | +4.1% | +1.3% |
| 30D | +15.8% | -9.5% | +25.3% | +17.5% |
| 3M | -0.3% | +11.5% | -11.8% | -4.1% |
| 6M | +21.3% | -3.5% | +24.9% | +21.7% |
| YTD | +52.3% | +3.7% | +48.6% | +51.0% |
| 1Y | +63.6% | -7.9% | +71.5% | +58.7% |
| All | +63.6% | -7.8% | +71.4% | +58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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