+818.8%
SLB vs SHW
+21,289.8%
-20,471.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +1.0% |
| 7D | -7.1% | +3.5% | -10.6% | -8.3% |
| 30D | +4.1% | +9.2% | -5.2% | +0.7% |
| 3M | -2.6% | -5.1% | +2.5% | -1.5% |
| 6M | -8.6% | +6.8% | -15.4% | -11.6% |
| YTD | +32.2% | +7.0% | +25.3% | +27.6% |
| 1Y | +40.7% | +4.1% | +36.5% | +36.9% |
| 3Y | -4.5% | +41.1% | -45.6% | -16.7% |
| 5Y | +66.4% | +12.9% | +53.5% | +51.4% |
| 10Y | -15.1% | +366.3% | -381.4% | -51.9% |
| All | +818.8% | +21,289.8% | -20,471.0% | +92.8% |
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