+559.1%
SCHD vs CCEP
+745.9%
-186.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.9% | -1.4% |
| 7D | -1.1% | -1.0% | -0.2% | -0.8% |
| 30D | +1.5% | -1.6% | +3.1% | +2.0% |
| 3M | +7.4% | +11.9% | -4.4% | +3.0% |
| 6M | +12.4% | +7.5% | +4.9% | +9.0% |
| YTD | +27.5% | +18.7% | +8.8% | +19.2% |
| 1Y | +30.0% | +21.4% | +8.6% | +20.3% |
| 3Y | +56.5% | +89.1% | -32.6% | +22.1% |
| 5Y | +60.7% | +108.7% | -48.0% | +18.7% |
| 10Y | +237.8% | +241.0% | -3.2% | +101.4% |
| All | +559.1% | +745.9% | -186.8% | +158.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling