+41.8%
SCHD vs CIEN
+49.1%
-7.4%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -9.3% | +11.1% | +1.6% |
| 7D | +3.2% | -25.0% | +28.2% | +2.6% |
| 30D | +10.7% | -30.1% | +40.8% | +9.9% |
| 3M | +7.8% | -33.8% | +41.6% | +7.1% |
| 6M | +16.7% | -49.4% | +66.2% | +16.2% |
| YTD | +35.3% | +16.4% | +18.8% | +35.3% |
| 1Y | +41.8% | +48.9% | -7.1% | +42.3% |
| All | +41.8% | +49.1% | -7.4% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 CIEN 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