+1,154.5%
C vs SCHW
+51,844.3%
-50,689.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | +0.4% |
| 7D | +3.2% | -1.3% | +4.5% | +3.8% |
| 30D | +1.3% | -0.4% | +1.7% | +1.4% |
| 3M | +3.1% | +21.7% | -18.6% | -6.7% |
| 6M | +29.6% | +13.0% | +16.7% | +21.2% |
| YTD | +19.0% | +8.0% | +10.9% | +13.7% |
| 1Y | +45.6% | +15.8% | +29.8% | +34.4% |
| 3Y | +269.3% | +87.7% | +181.5% | +164.3% |
| 5Y | +131.6% | +59.7% | +71.9% | +70.3% |
| 10Y | +286.5% | +292.9% | -6.3% | +83.3% |
| All | +1,154.5% | +51,844.3% | -50,689.8% | +28.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling