+63.7%
SCHD vs CB
+105.3%
-41.6%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | -0.5% | -1.0% | +0.5% | -0.2% |
| 30D | +8.3% | +7.3% | +1.0% | +5.5% |
| 3M | +5.9% | +7.0% | -1.1% | +3.3% |
| 6M | +15.3% | +16.3% | -1.1% | +8.6% |
| YTD | +34.5% | +19.7% | +14.8% | +25.1% |
| 1Y | +37.2% | +27.8% | +9.4% | +24.2% |
| 3Y | +73.6% | +72.0% | +1.6% | +37.1% |
| 5Y | +63.7% | +104.9% | -41.2% | +17.7% |
| All | +63.7% | +105.3% | -41.6% | +17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling