+588.3%
SCHD vs LSCC
+1,905.1%
-1,316.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +8.4% | -7.1% | +0.3% |
| 7D | -0.7% | +19.3% | -20.0% | -3.1% |
| 30D | +7.9% | -9.6% | +17.5% | +8.8% |
| 3M | +6.0% | -12.4% | +18.4% | +6.9% |
| 6M | +14.5% | -10.5% | +25.0% | +14.0% |
| YTD | +33.2% | +54.8% | -21.6% | +21.5% |
| 1Y | +38.1% | +79.4% | -41.3% | +23.2% |
| 3Y | +73.5% | +109.6% | -36.1% | +45.2% |
| 5Y | +62.5% | +40.4% | +22.1% | +38.6% |
| 10Y | +253.7% | +1,379.1% | -1,125.4% | +113.3% |
| All | +588.3% | +1,905.1% | -1,316.8% | +287.3% |
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