+30.3%
SCHD vs AXP
+1.4%
+28.9%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.7% |
| 7D | -0.3% | -2.1% | +1.8% | -0.1% |
| 30D | +3.4% | -6.5% | +10.0% | +4.1% |
| 3M | +7.6% | +4.6% | +3.0% | +7.0% |
| 6M | +12.2% | +5.4% | +6.7% | +11.2% |
| YTD | +29.0% | -11.1% | +40.1% | +30.8% |
| 1Y | +30.3% | -0.3% | +30.6% | +29.0% |
| All | +30.3% | +1.4% | +28.9% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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