+2,185.3%
GOOGL vs SCHD
+552.5%
+1,632.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.3% | -1.4% |
| 7D | -1.9% | -2.6% | +0.8% | +0.5% |
| 30D | -7.5% | -0.3% | -7.2% | -7.2% |
| 3M | -9.2% | +6.1% | -15.3% | -14.1% |
| 6M | +8.1% | +11.7% | -3.6% | -2.4% |
| YTD | +5.8% | +26.3% | -20.5% | -14.8% |
| 1Y | +38.3% | +28.8% | +9.6% | +9.1% |
| 3Y | +144.8% | +55.0% | +89.7% | +58.9% |
| 5Y | +132.5% | +60.0% | +72.5% | +48.4% |
| 10Y | +746.7% | +243.1% | +503.5% | +153.8% |
| All | +2,185.3% | +552.5% | +1,632.8% | +274.7% |
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 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