+37.4%
SCHD vs CFG
+28.3%
+9.0%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.4% |
| 7D | +2.7% | +3.2% | -0.5% | +2.0% |
| 30D | +7.1% | +5.1% | +2.0% | +6.1% |
| 3M | +5.7% | -11.2% | +17.0% | +8.0% |
| 6M | +15.6% | +9.6% | +6.0% | +13.1% |
| YTD | +34.9% | +15.0% | +20.0% | +29.1% |
| 1Y | +37.4% | +29.9% | +7.5% | +25.8% |
| All | +37.4% | +28.3% | +9.0% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 CFG 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