+42.8%
LRCX vs SCHD
+42.1%
+0.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.9% | -5.9% | -2.3% |
| 7D | -12.8% | +3.2% | -16.0% | -10.1% |
| 30D | -36.0% | +10.7% | -46.6% | -30.5% |
| 3M | -30.2% | +7.8% | -38.1% | -25.5% |
| 6M | -14.2% | +16.7% | -30.9% | -9.2% |
| YTD | +29.7% | +35.3% | -5.5% | +33.0% |
| 1Y | +42.8% | +41.8% | +1.0% | +45.7% |
| All | +42.8% | +42.1% | +0.7% | +45.7% |
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