+94.3%
ORCL vs SCHD
+61.0%
+33.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.1% | +3.5% | +3.2% |
| 7D | +15.0% | -1.1% | +16.2% | +16.0% |
| 30D | +10.5% | +1.5% | +9.0% | +9.2% |
| 3M | -23.0% | +7.4% | -30.4% | -27.5% |
| 6M | +7.0% | +12.4% | -5.4% | -3.1% |
| YTD | -15.8% | +27.5% | -43.3% | -31.9% |
| 1Y | -31.1% | +30.0% | -61.1% | -45.5% |
| 3Y | +33.3% | +56.5% | -23.2% | -12.5% |
| 5Y | +94.3% | +60.7% | +33.6% | +26.2% |
| All | +94.3% | +61.0% | +33.3% | +26.2% |
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