-66.6%
RBLX vs SCHW
+14.3%
-80.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.0% | +5.3% | +4.8% |
| 7D | +12.4% | -0.8% | +13.2% | +12.8% |
| 30D | +19.7% | +1.5% | +18.2% | +18.7% |
| 3M | -0.1% | +24.6% | -24.6% | -11.3% |
| 6M | -35.7% | +14.5% | -50.3% | -40.9% |
| YTD | -46.6% | +10.5% | -57.0% | -49.4% |
| 1Y | -66.6% | +13.4% | -80.0% | -68.8% |
| All | -66.6% | +14.3% | -80.9% | -68.8% |
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