-32.3%
ORCL vs SCHD
+28.9%
-61.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -1.1% |
| 7D | +10.9% | -2.6% | +13.5% | +9.1% |
| 30D | +7.0% | -0.3% | +7.3% | +6.9% |
| 3M | -21.2% | +6.1% | -27.3% | -17.8% |
| 6M | +7.4% | +11.7% | -4.3% | +14.2% |
| YTD | -16.3% | +26.3% | -42.6% | -4.2% |
| 1Y | -32.3% | +28.8% | -61.1% | -20.0% |
| All | -32.3% | +28.9% | -61.3% | -20.0% |
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