+37.2%
SCHD vs CSGP
-55.2%
+92.3%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | -0.5% | -7.1% | +6.6% | 0.0% |
| 30D | +8.3% | +3.6% | +4.7% | +8.0% |
| 3M | +5.9% | -2.7% | +8.7% | +5.9% |
| 6M | +15.3% | -8.0% | +23.3% | +15.0% |
| YTD | +34.5% | -55.0% | +89.5% | +36.3% |
| 1Y | +37.2% | -55.8% | +92.9% | +39.3% |
| All | +37.2% | -55.2% | +92.3% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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