+958.5%
SLB vs SHW
+20,643.9%
-19,685.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.3% | 0.0% |
| 7D | +0.8% | -3.2% | +4.1% | +1.9% |
| 30D | +15.8% | -9.5% | +25.3% | +19.4% |
| 3M | -0.3% | +11.5% | -11.8% | -4.5% |
| 6M | +21.3% | -3.5% | +24.9% | +21.6% |
| YTD | +52.3% | +3.7% | +48.6% | +49.1% |
| 1Y | +63.6% | -7.9% | +71.5% | +65.9% |
| 3Y | +3.8% | +24.7% | -20.9% | -5.5% |
| 5Y | +128.6% | +13.6% | +115.1% | +108.3% |
| 10Y | -3.1% | +283.0% | -286.0% | -41.5% |
| All | +958.5% | +20,643.9% | -19,685.4% | +125.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling