+60.8%
SCHD vs CPB
-38.0%
+98.8%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.0% |
| 7D | -2.6% | -8.0% | +5.4% | -1.1% |
| 30D | -0.3% | -2.4% | +2.1% | +0.1% |
| 3M | +6.1% | +0.5% | +5.5% | +5.6% |
| 6M | +11.7% | -10.5% | +22.2% | +13.6% |
| YTD | +26.3% | -17.5% | +43.9% | +30.5% |
| 1Y | +28.8% | -31.0% | +59.8% | +38.1% |
| 3Y | +55.0% | -40.6% | +95.7% | +70.0% |
| All | +60.8% | -38.0% | +98.8% | +71.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling