+380.0%
CRWD vs SCHD
+54.6%
+325.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.2% |
| 7D | -3.0% | -2.0% | -1.0% | -1.9% |
| 30D | -6.8% | -0.4% | -6.4% | -6.7% |
| 3M | +19.6% | +5.7% | +13.9% | +15.3% |
| 6M | +87.1% | +11.9% | +75.2% | +73.4% |
| YTD | +76.4% | +26.4% | +50.0% | +49.3% |
| 1Y | +90.8% | +27.6% | +63.2% | +60.1% |
| 3Y | +380.0% | +54.9% | +325.0% | +237.2% |
| All | +380.0% | +54.6% | +325.4% | +237.2% |
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