+54.8%
SCHD vs CTSH
-14.2%
+69.0%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.9% | +1.9% | -0.4% |
| 7D | -2.6% | -8.2% | +5.6% | -1.0% |
| 30D | -0.3% | +0.4% | -0.7% | -0.5% |
| 3M | +6.1% | +10.6% | -4.5% | +3.7% |
| 6M | +11.7% | -8.8% | +20.5% | +14.4% |
| YTD | +26.3% | -28.6% | +54.9% | +38.4% |
| 1Y | +28.8% | -15.9% | +44.7% | +32.7% |
| All | +54.8% | -14.2% | +69.0% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CTSH.
Daily Out/Under-Performance
Portfolio return minus CTSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTSH 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 CTSH 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