+41.8%
SCHD vs CMCSA
+3.3%
+38.4%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.0% | -3.1% | +1.1% |
| 7D | +3.2% | +15.2% | -12.0% | +1.0% |
| 30D | +10.7% | +17.0% | -6.3% | +8.0% |
| 3M | +7.8% | +1.2% | +6.6% | +7.3% |
| 6M | +16.7% | -5.5% | +22.2% | +16.9% |
| YTD | +35.3% | -6.5% | +41.8% | +35.2% |
| 1Y | +41.8% | +1.8% | +40.0% | +39.2% |
| All | +41.8% | +3.3% | +38.4% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CMCSA.
Daily Out/Under-Performance
Portfolio return minus CMCSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMCSA 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 CMCSA 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