+30.3%
SCHD vs CRL
+78.8%
-48.6%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.7% |
| 7D | -0.3% | -1.0% | +0.7% | -0.2% |
| 30D | +3.4% | +10.7% | -7.2% | +2.9% |
| 3M | +7.6% | +55.3% | -47.7% | +5.1% |
| 6M | +12.2% | +60.7% | -48.5% | +9.1% |
| YTD | +29.0% | +44.6% | -15.7% | +26.3% |
| 1Y | +30.3% | +77.7% | -47.5% | +23.9% |
| All | +30.3% | +78.8% | -48.6% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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