-1.9%
LQD vs SCHD
+42.1%
-44.0%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | +0.5% |
| 7D | +0.4% | +3.2% | -2.8% | -0.1% |
| 30D | +2.6% | +10.7% | -8.0% | +1.2% |
| 3M | -1.7% | +7.8% | -9.5% | -2.8% |
| 6M | -1.9% | +16.7% | -18.6% | -3.9% |
| YTD | -2.2% | +35.3% | -37.4% | -5.6% |
| 1Y | -1.9% | +41.8% | -43.6% | -5.7% |
| All | -1.9% | +42.1% | -44.0% | -5.7% |
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 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