+74.5%
SCHD vs CPB
-35.1%
+109.6%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.2% | -2.6% | 0.0% |
| 7D | +2.7% | -1.6% | +4.3% | +3.0% |
| 30D | +7.1% | +19.2% | -12.1% | +3.8% |
| 3M | +5.7% | -0.9% | +6.7% | +5.6% |
| 6M | +15.6% | +15.2% | +0.3% | +12.1% |
| YTD | +34.9% | -13.1% | +48.0% | +37.5% |
| 1Y | +37.4% | -22.4% | +59.8% | +43.3% |
| 3Y | +74.5% | -35.3% | +109.8% | +90.9% |
| All | +74.5% | -35.1% | +109.6% | +90.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 3y: compounded portfolio wealth divided by compounded CPB 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…
3y analysis · Full analysis span regression · 6 months rolling