+11.8%
CRM vs SCHD
+54.6%
-42.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.6% | +1.7% |
| 7D | -4.4% | -2.0% | -2.5% | -3.1% |
| 30D | +28.1% | -0.4% | +28.5% | +28.5% |
| 3M | +48.8% | +5.7% | +43.1% | +43.6% |
| 6M | +28.3% | +11.9% | +16.4% | +18.6% |
| YTD | -6.0% | +26.4% | -32.5% | -21.4% |
| 1Y | +1.4% | +27.6% | -26.2% | -15.9% |
| 3Y | +11.8% | +54.9% | -43.1% | -23.0% |
| All | +11.8% | +54.6% | -42.8% | -23.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling