+1,044.0%
C vs SCHW
+45,251.3%
-44,207.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.8% | -0.9% |
| 7D | +4.2% | +2.0% | +2.2% | +3.1% |
| 30D | +2.0% | -3.6% | +5.6% | +3.7% |
| 3M | -10.1% | -15.0% | +4.9% | -2.9% |
| 6M | +1.0% | +2.6% | -1.7% | -1.0% |
| YTD | +8.5% | -5.7% | +14.2% | +10.6% |
| 1Y | +25.7% | -0.9% | +26.6% | +25.2% |
| 3Y | +216.0% | +79.4% | +136.6% | +131.4% |
| 5Y | +112.3% | +21.2% | +91.1% | +78.8% |
| 10Y | +217.8% | +193.3% | +24.5% | +73.3% |
| All | +1,044.0% | +45,251.3% | -44,207.3% | +24.7% |
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