+8,657.5%
LRCX vs SCHD
+550.6%
+8,106.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.3% | -5.4% | -5.2% |
| 7D | +1.8% | -3.1% | +4.9% | +6.3% |
| 30D | -4.3% | -0.8% | -3.5% | -3.7% |
| 3M | -7.3% | +6.2% | -13.5% | -16.8% |
| 6M | +38.6% | +11.8% | +26.7% | +15.5% |
| YTD | +74.4% | +26.0% | +48.5% | +21.9% |
| 1Y | +179.1% | +28.1% | +151.0% | +89.6% |
| 3Y | +357.7% | +54.6% | +303.1% | +135.1% |
| 5Y | +424.9% | +60.3% | +364.6% | +165.9% |
| 10Y | +3,642.4% | +242.1% | +3,400.2% | +567.2% |
| All | +8,657.5% | +550.6% | +8,106.9% | +506.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling