+1,325.8%
CRWD vs SCHD
+151.2%
+1,174.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.3% |
| 7D | -3.0% | -2.0% | -1.0% | -1.7% |
| 30D | -6.8% | -0.4% | -6.4% | -6.7% |
| 3M | +19.6% | +5.7% | +13.9% | +14.7% |
| 6M | +87.1% | +11.9% | +75.2% | +72.2% |
| YTD | +76.4% | +26.4% | +50.0% | +48.5% |
| 1Y | +90.8% | +27.6% | +63.2% | +59.2% |
| 3Y | +380.0% | +54.9% | +325.0% | +246.4% |
| 5Y | +215.6% | +60.9% | +154.7% | +126.2% |
| All | +1,325.8% | +151.2% | +1,174.6% | +574.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling