+238.6%
SCHD vs CNH
+158.6%
+80.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.2% |
| 7D | -2.0% | -5.7% | +3.7% | -0.4% |
| 30D | -0.4% | +26.6% | -27.0% | -7.3% |
| 3M | +5.7% | +31.1% | -25.4% | -3.1% |
| 6M | +11.9% | +24.9% | -13.0% | +3.1% |
| YTD | +26.4% | +48.7% | -22.3% | +10.2% |
| 1Y | +27.6% | +22.2% | +5.4% | +17.6% |
| 3Y | +54.9% | +7.4% | +47.5% | +44.4% |
| 5Y | +60.9% | +10.8% | +50.1% | +43.4% |
| All | +238.6% | +158.6% | +80.1% | +124.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded CNH 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling