+4,565.7%
XOM vs SHW
+21,699.3%
-17,133.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +2.8% | +1.9% | +0.9% | +2.3% |
| 30D | -3.6% | +8.1% | -11.7% | -5.8% |
| 3M | +8.2% | -2.8% | +11.0% | +8.4% |
| 6M | +14.0% | +15.0% | -1.0% | +8.7% |
| YTD | +44.6% | +9.0% | +35.6% | +38.9% |
| 1Y | +47.8% | +4.5% | +43.3% | +43.4% |
| 3Y | +79.6% | +41.9% | +37.7% | +58.7% |
| 5Y | +214.3% | +10.7% | +203.5% | +188.9% |
| 10Y | +204.0% | +340.4% | -136.3% | +89.4% |
| All | +4,565.7% | +21,699.3% | -17,133.6% | +1,134.6% |
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 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