+28.8%
SCHD vs LDOS
-27.4%
+56.1%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.8% |
| 7D | -2.6% | -4.2% | +1.6% | -2.2% |
| 30D | -0.3% | -7.9% | +7.6% | +0.5% |
| 3M | +6.1% | +4.1% | +2.0% | +5.4% |
| 6M | +11.7% | -28.2% | +39.9% | +14.2% |
| YTD | +26.3% | -28.5% | +54.9% | +27.8% |
| 1Y | +28.8% | -27.7% | +56.4% | +28.8% |
| All | +28.8% | -27.4% | +56.1% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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