+9,423.5%
STX vs SHW
+5,101.9%
+4,321.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.5% |
| 7D | -17.3% | +4.2% | -21.5% | -19.0% |
| 30D | -35.9% | +11.3% | -47.2% | -39.8% |
| 3M | -37.3% | -1.8% | -35.5% | -37.6% |
| 6M | -35.8% | +12.7% | -48.5% | -42.0% |
| YTD | +82.7% | +10.4% | +72.3% | +66.9% |
| 1Y | +71.6% | +4.7% | +66.9% | +61.2% |
| 3Y | +635.3% | +42.7% | +592.6% | +471.5% |
| 5Y | +483.8% | +14.5% | +469.2% | +393.9% |
| 10Y | +1,967.8% | +340.7% | +1,627.0% | +667.9% |
| All | +9,423.5% | +5,101.9% | +4,321.6% | +714.5% |
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