+60.7%
SCHD vs LSCC
+85.6%
-25.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.5% | -1.3% |
| 7D | -1.1% | +5.2% | -6.4% | -1.8% |
| 30D | +1.5% | -9.6% | +11.1% | +2.6% |
| 3M | +7.4% | -17.8% | +25.2% | +9.1% |
| 6M | +12.4% | +37.4% | -25.1% | +5.7% |
| YTD | +27.5% | +59.7% | -32.2% | +16.8% |
| 1Y | +30.0% | +76.2% | -46.2% | +16.8% |
| 3Y | +56.5% | +28.2% | +28.3% | +41.6% |
| 5Y | +60.7% | +87.2% | -26.5% | +26.0% |
| All | +60.7% | +85.6% | -25.0% | +26.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling