+55.7%
LLY vs SCHD
+30.7%
+25.0%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.1% |
| 7D | -2.1% | -0.3% | -1.9% | -1.9% |
| 30D | -1.6% | +3.4% | -5.1% | -4.5% |
| 3M | +2.3% | +7.6% | -5.3% | -4.1% |
| 6M | +14.9% | +12.2% | +2.7% | +4.1% |
| YTD | +7.5% | +29.0% | -21.5% | -9.1% |
| 1Y | +55.7% | +30.3% | +25.4% | +36.1% |
| All | +55.7% | +30.7% | +25.0% | +36.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling