+94.6%
CAT vs SCHD
+28.9%
+65.7%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.3% |
| 7D | +2.9% | -2.6% | +5.6% | +4.4% |
| 30D | -2.6% | -0.3% | -2.3% | -2.7% |
| 3M | -10.7% | +6.1% | -16.8% | -15.1% |
| 6M | +16.1% | +11.7% | +4.4% | +4.6% |
| YTD | +43.2% | +26.3% | +16.9% | +22.4% |
| All | +94.6% | +28.9% | +65.7% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 SCHD 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