+38.0%
SCHD vs CPAY
+71.2%
-33.2%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +6.8% | -9.0% | -2.7% |
| 7D | -0.5% | +12.3% | -12.9% | -1.5% |
| 30D | +7.8% | +9.9% | -2.1% | +6.9% |
| 3M | +6.1% | +13.3% | -7.2% | +5.0% |
| 6M | +13.6% | +47.2% | -33.6% | +10.2% |
| YTD | +32.3% | +48.5% | -16.2% | +27.5% |
| 1Y | +38.0% | +70.8% | -32.8% | +29.7% |
| All | +38.0% | +71.2% | -33.2% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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