+41.8%
SCHD vs CVE
+73.4%
-31.6%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -7.6% | +9.5% | +2.2% |
| 7D | +3.2% | -12.1% | +15.3% | +3.8% |
| 30D | +10.7% | -9.8% | +20.5% | +11.1% |
| 3M | +7.8% | -0.7% | +8.5% | +7.5% |
| 6M | +16.7% | -4.3% | +21.0% | +16.6% |
| YTD | +35.3% | +70.6% | -35.3% | +24.0% |
| 1Y | +41.8% | +73.2% | -31.4% | +29.7% |
| All | +41.8% | +73.4% | -31.6% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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