+41.8%
SCHD vs CDE
+0.7%
+41.0%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +8.7% | -6.9% | +1.7% |
| 7D | +3.2% | +1.1% | +2.1% | +3.1% |
| 30D | +10.7% | -14.5% | +25.2% | +11.0% |
| 3M | +7.8% | -10.1% | +17.9% | +8.1% |
| 6M | +16.7% | -16.9% | +33.6% | +17.1% |
| YTD | +35.3% | -18.1% | +53.4% | +34.7% |
| 1Y | +41.8% | +5.6% | +36.1% | +39.4% |
| All | +41.8% | +0.7% | +41.0% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 1y: compounded portfolio wealth divided by compounded CDE 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…
1y analysis · Full analysis span regression · 6 months rolling