+2,780.0%
GE vs SCHW
+51,683.9%
-48,903.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.7% |
| 7D | -1.2% | -1.6% | +0.3% | -0.8% |
| 30D | -11.3% | -1.1% | -10.2% | -11.0% |
| 3M | -1.4% | +20.4% | -21.8% | -7.1% |
| 6M | +1.2% | +13.6% | -12.4% | -3.1% |
| YTD | +5.9% | +7.7% | -1.8% | +2.8% |
| 1Y | +18.4% | +15.2% | +3.2% | +12.4% |
| 3Y | +271.0% | +87.1% | +183.8% | +199.6% |
| 5Y | +417.9% | +57.5% | +360.5% | +327.9% |
| 10Y | +152.0% | +295.1% | -143.2% | +56.8% |
| All | +2,780.0% | +51,683.9% | -48,903.9% | +453.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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