+123.8%
STX vs SHW
+7.3%
+116.5%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +6.6% | -14.8% | -6.3% |
| 7D | -20.2% | +13.3% | -33.5% | -17.5% |
| 30D | -37.2% | +14.1% | -51.3% | -35.1% |
| 3M | -34.1% | +0.8% | -34.8% | -32.6% |
| 6M | -24.5% | +17.6% | -42.1% | -24.8% |
| YTD | +102.9% | +13.0% | +90.0% | +113.2% |
| 1Y | +123.8% | +7.0% | +116.8% | +136.6% |
| All | +123.8% | +7.3% | +116.5% | +136.6% |
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