-53.4%
RBLX vs SCHW
+0.2%
-53.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.5% | -2.9% |
| 7D | -9.2% | +3.5% | -12.6% | -10.5% |
| 30D | +4.6% | -4.4% | +8.9% | +6.4% |
| 3M | +31.7% | -14.0% | +45.7% | +40.9% |
| 6M | +8.2% | +0.8% | +7.3% | +5.4% |
| YTD | -41.2% | -6.4% | -34.8% | -40.3% |
| 1Y | -53.4% | +0.1% | -53.5% | -54.7% |
| All | -53.4% | +0.2% | -53.6% | -54.7% |
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