+238.6%
SCHD vs CAH
+294.8%
-56.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.5% |
| 7D | -2.0% | -5.1% | +3.1% | -0.6% |
| 30D | -0.4% | +0.2% | -0.6% | -0.5% |
| 3M | +5.7% | +6.3% | -0.6% | +3.8% |
| 6M | +11.9% | +9.4% | +2.5% | +8.7% |
| YTD | +26.4% | +15.0% | +11.5% | +20.7% |
| 1Y | +27.6% | +55.4% | -27.8% | +11.0% |
| 3Y | +54.9% | +173.8% | -118.9% | +11.5% |
| 5Y | +60.9% | +395.2% | -334.3% | -5.5% |
| All | +238.6% | +294.8% | -56.2% | +91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 10y: compounded portfolio wealth divided by compounded CAH 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…
10y analysis · Full analysis span regression · 6 months rolling