-49.5%
ORCL vs SCHD
+42.1%
-91.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.9% | -3.8% | -0.4% |
| 7D | -14.4% | +3.2% | -17.6% | -12.2% |
| 30D | -12.8% | +10.7% | -23.5% | -6.2% |
| 3M | -14.8% | +7.8% | -22.6% | -9.6% |
| 6M | -30.9% | +16.7% | -47.6% | -22.7% |
| YTD | -35.7% | +35.3% | -70.9% | -22.8% |
| 1Y | -49.5% | +41.8% | -91.2% | -39.8% |
| All | -49.5% | +42.1% | -91.6% | -39.8% |
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