+26.9%
XLV vs SHW
-7.8%
+34.8%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.5% | -1.1% |
| 7D | +0.2% | -3.2% | +3.4% | +1.0% |
| 30D | +4.4% | -9.5% | +14.0% | +6.9% |
| 3M | +13.2% | +11.5% | +1.8% | +10.1% |
| 6M | +10.1% | -3.5% | +13.6% | +10.3% |
| YTD | +11.7% | +3.7% | +8.0% | +10.3% |
| 1Y | +26.9% | -7.9% | +34.8% | +28.9% |
| All | +26.9% | -7.8% | +34.8% | +28.9% |
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