+3,549.0%
LRCX vs SCHD
+244.5%
+3,304.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | -0.5% |
| 7D | -3.1% | -2.0% | -1.1% | -0.4% |
| 30D | -8.6% | -0.4% | -8.1% | -8.5% |
| 3M | -17.7% | +5.7% | -23.4% | -25.7% |
| 6M | +36.4% | +11.9% | +24.5% | +13.4% |
| YTD | +74.5% | +26.4% | +48.1% | +20.8% |
| 1Y | +159.4% | +27.6% | +131.8% | +76.5% |
| 3Y | +361.6% | +54.9% | +306.6% | +133.9% |
| 5Y | +425.2% | +60.9% | +364.3% | +161.6% |
| All | +3,549.0% | +244.5% | +3,304.5% | +497.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling