+114.8%
CSCO vs SCHD
+59.4%
+55.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.2% | +1.1% |
| 7D | 0.0% | -2.6% | +2.6% | +2.4% |
| 30D | -10.7% | -0.3% | -10.4% | -10.6% |
| 3M | -8.7% | +6.1% | -14.8% | -14.1% |
| 6M | +44.9% | +11.7% | +33.2% | +29.8% |
| YTD | +44.1% | +26.3% | +17.8% | +14.7% |
| 1Y | +65.9% | +28.8% | +37.1% | +29.3% |
| 3Y | +109.0% | +55.0% | +54.0% | +33.4% |
| 5Y | +114.8% | +60.0% | +54.7% | +33.3% |
| All | +114.8% | +59.4% | +55.4% | +33.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling