+361.6%
LRCX vs SCHD
+54.6%
+307.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | -0.3% |
| 7D | -3.1% | -2.0% | -1.1% | -1.4% |
| 30D | -8.6% | -0.4% | -8.1% | -8.6% |
| 3M | -17.7% | +5.7% | -23.4% | -23.4% |
| 6M | +36.4% | +11.9% | +24.5% | +18.8% |
| YTD | +74.5% | +26.4% | +48.1% | +31.2% |
| 1Y | +159.4% | +27.6% | +131.8% | +92.4% |
| 3Y | +361.6% | +54.9% | +306.6% | +171.1% |
| All | +361.6% | +54.6% | +307.0% | +171.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling