+588.0%
STX vs SHW
+41.1%
+546.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -1.0% |
| 7D | -28.5% | +3.5% | -31.9% | -28.7% |
| 30D | -42.9% | +9.2% | -52.2% | -43.8% |
| 3M | -45.9% | -5.1% | -40.8% | -45.2% |
| 6M | -41.3% | +6.8% | -48.1% | -43.1% |
| YTD | +67.9% | +7.0% | +61.0% | +63.3% |
| 1Y | +66.5% | +4.1% | +62.4% | +63.7% |
| 3Y | +588.0% | +41.1% | +546.9% | +472.2% |
| All | +588.0% | +41.1% | +546.8% | +472.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling