+243.1%
SCHD vs LSCC
+1,833.8%
-1,590.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.7% |
| 7D | -2.6% | +1.4% | -4.0% | -2.8% |
| 30D | -0.3% | -10.0% | +9.7% | +1.1% |
| 3M | +6.1% | -16.1% | +22.2% | +7.7% |
| 6M | +11.7% | +27.4% | -15.7% | +5.4% |
| YTD | +26.3% | +56.9% | -30.6% | +14.7% |
| 1Y | +28.8% | +74.6% | -45.8% | +14.2% |
| 3Y | +55.0% | +26.0% | +29.1% | +38.7% |
| 5Y | +60.0% | +86.1% | -26.1% | +27.6% |
| 10Y | +243.1% | +1,830.6% | -1,587.5% | +85.9% |
| All | +243.1% | +1,833.8% | -1,590.7% | +85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 10y: compounded portfolio wealth divided by compounded LSCC 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…
10y analysis · Full analysis span regression · 6 months rolling