-52.9%
ORCL vs SCHW
+16.7%
-69.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.7% | -6.1% | -5.5% |
| 7D | -0.7% | -2.8% | +2.0% | -0.1% |
| 30D | +5.1% | -0.1% | +5.2% | +4.9% |
| 3M | -23.7% | +20.6% | -44.3% | -27.4% |
| 6M | +3.1% | +15.9% | -12.9% | -2.3% |
| YTD | -20.8% | +8.5% | -29.3% | -23.6% |
| 1Y | -52.9% | +17.8% | -70.7% | -53.8% |
| All | -52.9% | +16.7% | -69.6% | -53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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