+566.6%
SCHD vs LSCC
+1,940.5%
-1,373.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.0% | -2.8% | -1.1% |
| 7D | -0.3% | +1.3% | -1.6% | -0.5% |
| 30D | +3.4% | -9.7% | +13.1% | +4.7% |
| 3M | +7.6% | -23.7% | +31.3% | +10.5% |
| 6M | +12.2% | +26.5% | -14.3% | +6.6% |
| YTD | +29.0% | +57.5% | -28.6% | +18.3% |
| 1Y | +30.3% | +75.7% | -45.4% | +17.1% |
| 3Y | +56.1% | +19.5% | +36.7% | +42.4% |
| 5Y | +60.4% | +83.8% | -23.3% | +32.6% |
| 10Y | +241.3% | +1,772.4% | -1,531.1% | +102.0% |
| All | +566.6% | +1,940.5% | -1,373.9% | +277.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling