+238.6%
SCHD vs CDNS
+1,060.3%
-821.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | 0.0% |
| 7D | -2.0% | -1.1% | -0.8% | -1.7% |
| 30D | -0.4% | -10.4% | +10.0% | +1.9% |
| 3M | +5.7% | -24.6% | +30.3% | +12.1% |
| 6M | +11.9% | -1.6% | +13.5% | +10.5% |
| YTD | +26.4% | -7.4% | +33.9% | +26.0% |
| 1Y | +27.6% | -18.4% | +46.0% | +30.8% |
| 3Y | +54.9% | +19.0% | +36.0% | +37.9% |
| 5Y | +60.9% | +73.4% | -12.5% | +23.7% |
| All | +238.6% | +1,060.3% | -821.6% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS 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 CDNS 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