+59.5%
SCHD vs CDNS
+69.8%
-10.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -3.1% | -6.5% | +3.4% | -2.2% |
| 30D | -0.8% | -13.0% | +12.2% | +1.1% |
| 3M | +6.2% | -26.0% | +32.2% | +10.7% |
| 6M | +11.8% | -2.8% | +14.7% | +10.9% |
| YTD | +26.0% | -8.8% | +34.8% | +25.9% |
| 1Y | +28.1% | -15.8% | +44.0% | +29.6% |
| 3Y | +54.6% | +19.7% | +34.9% | +40.5% |
| All | +59.5% | +69.8% | -10.3% | +28.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling