+34.2%
ORCL vs SCHD
+62.7%
-28.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -1.9% |
| 7D | -6.5% | +0.8% | -7.3% | -7.0% |
| 30D | -16.6% | +8.4% | -25.0% | -21.5% |
| 3M | -21.6% | +5.6% | -27.2% | -24.9% |
| 6M | -39.4% | +15.1% | -54.5% | -45.9% |
| YTD | -38.7% | +33.8% | -72.5% | -52.2% |
| 1Y | -50.4% | +38.5% | -88.9% | -62.6% |
| 3Y | +8.1% | +72.7% | -64.6% | -35.0% |
| All | +34.2% | +62.7% | -28.5% | -13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling