+45.0%
AAPL vs SCHW
+17.7%
+27.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | +3.8% | -1.9% | +5.7% | +4.2% |
| 30D | +9.9% | -1.6% | +11.6% | +10.2% |
| 3M | +12.5% | +21.3% | -8.8% | +8.3% |
| 6M | +27.6% | +16.5% | +11.1% | +23.7% |
| YTD | +22.6% | +8.4% | +14.1% | +20.3% |
| 1Y | +45.0% | +15.6% | +29.4% | +39.4% |
| All | +45.0% | +17.7% | +27.3% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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