+41.8%
SCHD vs CORZ
-41.7%
+83.4%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -10.4% | +12.2% | +1.6% |
| 7D | +3.2% | -14.9% | +18.1% | +2.9% |
| 30D | +10.7% | -23.1% | +33.8% | +10.3% |
| 3M | +7.8% | -44.1% | +51.9% | +7.1% |
| 6M | +16.7% | -39.5% | +56.2% | +16.0% |
| YTD | +35.3% | -12.4% | +47.6% | +33.5% |
| 1Y | +41.8% | -41.3% | +83.1% | +39.4% |
| All | +41.8% | -41.7% | +83.4% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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