+238.6%
SCHD vs CCEP
+236.1%
+2.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -2.0% | -2.8% | +0.9% | -1.0% |
| 30D | -0.4% | -4.0% | +3.6% | +0.9% |
| 3M | +5.7% | +5.2% | +0.5% | +3.6% |
| 6M | +11.9% | +2.7% | +9.2% | +10.3% |
| YTD | +26.4% | +14.5% | +11.9% | +19.7% |
| 1Y | +27.6% | +17.2% | +10.4% | +19.7% |
| 3Y | +54.9% | +79.3% | -24.4% | +23.1% |
| 5Y | +60.9% | +106.8% | -45.8% | +19.1% |
| All | +238.6% | +236.1% | +2.5% | +114.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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