+41.2%
GOOGL vs SCHW
+17.7%
+23.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.8% | +1.8% |
| 7D | 0.0% | -1.9% | +1.9% | +0.4% |
| 30D | -1.4% | -1.6% | +0.2% | -1.1% |
| 3M | -5.3% | +21.3% | -26.6% | -8.4% |
| 6M | +9.8% | +16.5% | -6.7% | +7.0% |
| YTD | +8.4% | +8.4% | -0.1% | +7.1% |
| 1Y | +41.2% | +15.6% | +25.6% | +39.3% |
| All | +41.2% | +17.7% | +23.5% | +39.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling