+38.0%
SCHD vs LYB
+47.1%
-9.1%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.1% | -0.1% | -2.1% |
| 7D | -0.5% | -5.7% | +5.2% | -0.2% |
| 30D | +7.8% | +4.6% | +3.2% | +7.5% |
| 3M | +6.1% | +5.5% | +0.6% | +5.7% |
| 6M | +13.6% | -19.1% | +32.6% | +14.6% |
| YTD | +32.3% | +47.1% | -14.8% | +21.2% |
| 1Y | +38.0% | +49.0% | -11.0% | +26.0% |
| All | +38.0% | +47.1% | -9.1% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 LYB 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