+167.0%
CVX vs SCHD
+59.9%
+107.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.3% |
| 7D | +2.6% | -2.0% | +4.6% | +4.4% |
| 30D | +9.8% | -0.4% | +10.2% | +10.2% |
| 3M | +16.2% | +5.7% | +10.5% | +10.2% |
| 6M | +13.6% | +11.9% | +1.7% | +2.1% |
| YTD | +44.4% | +26.4% | +17.9% | +15.7% |
| 1Y | +40.6% | +27.6% | +13.0% | +11.6% |
| 3Y | +48.2% | +54.9% | -6.8% | -1.0% |
| All | +167.0% | +59.9% | +107.1% | +68.2% |
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 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