+106.7%
CRWD vs SCHD
+30.7%
+76.0%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -1.2% |
| 7D | -2.4% | -0.3% | -2.1% | -2.5% |
| 30D | +1.5% | +3.4% | -1.9% | +2.6% |
| 3M | +18.5% | +7.6% | +10.9% | +21.3% |
| 6M | +109.1% | +12.2% | +96.9% | +114.4% |
| YTD | +81.8% | +29.0% | +52.9% | +91.6% |
| 1Y | +106.7% | +30.3% | +76.4% | +118.4% |
| All | +106.7% | +30.7% | +76.0% | +118.4% |
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