+47.3%
CVX vs SCHD
+54.0%
-6.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.2% |
| 7D | +0.7% | -3.1% | +3.8% | +3.7% |
| 30D | +9.1% | -0.8% | +9.9% | +9.9% |
| 3M | +13.1% | +6.2% | +6.9% | +6.5% |
| 6M | +16.3% | +11.8% | +4.4% | +3.9% |
| YTD | +43.5% | +26.0% | +17.5% | +13.8% |
| 1Y | +40.2% | +28.1% | +12.0% | +9.2% |
| All | +47.3% | +54.0% | -6.7% | -5.7% |
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