+46.0%
XOM vs SHW
-7.8%
+53.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.6% |
| 7D | +1.8% | -3.2% | +5.0% | +0.8% |
| 30D | +5.9% | -9.5% | +15.4% | +2.9% |
| 3M | +5.6% | +11.5% | -5.9% | +9.0% |
| 6M | +7.9% | -3.5% | +11.4% | +10.9% |
| YTD | +35.2% | +3.7% | +31.5% | +39.7% |
| 1Y | +46.0% | -7.9% | +53.9% | +45.8% |
| All | +46.0% | -7.8% | +53.8% | +45.8% |
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 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