+13.6%
QCOM vs SCHD
+28.5%
-14.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.6% |
| 7D | +4.9% | -3.1% | +8.0% | +8.8% |
| 30D | +9.3% | -0.8% | +10.1% | +10.0% |
| 3M | -7.0% | +6.2% | -13.2% | -15.0% |
| 6M | +32.0% | +11.8% | +20.2% | +14.7% |
| YTD | +5.0% | +26.0% | -20.9% | -21.8% |
| 1Y | +13.6% | +28.1% | -14.5% | -17.5% |
| All | +13.6% | +28.5% | -14.9% | -17.5% |
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