+56.5%
SCHD vs CB
+70.7%
-14.2%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.7% |
| 7D | -1.1% | -0.6% | -0.5% | -1.0% |
| 30D | +1.5% | -3.9% | +5.4% | +2.6% |
| 3M | +7.4% | +4.9% | +2.5% | +5.8% |
| 6M | +12.4% | +3.3% | +9.1% | +11.1% |
| YTD | +27.5% | +8.5% | +19.0% | +24.0% |
| 1Y | +30.0% | +22.1% | +7.9% | +21.7% |
| 3Y | +56.5% | +70.1% | -13.6% | +36.0% |
| All | +56.5% | +70.7% | -14.2% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 3y: compounded portfolio wealth divided by compounded CB 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…
3y analysis · Full analysis span regression · 6 months rolling