+36.2%
SCHD vs CRCL
+31.3%
+4.9%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.4% |
| 7D | -2.0% | -11.2% | +9.3% | -1.9% |
| 30D | -0.4% | +27.1% | -27.5% | -0.5% |
| 3M | +5.7% | +9.6% | -3.9% | +5.6% |
| 6M | +11.9% | -19.7% | +31.6% | +11.9% |
| YTD | +26.4% | +14.2% | +12.2% | +26.0% |
| 1Y | +27.6% | -32.2% | +59.8% | +27.7% |
| All | +36.2% | +31.3% | +4.9% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 all: compounded portfolio wealth divided by compounded CRCL 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…
all analysis · Full analysis span regression · 6 months rolling