+553.0%
SCHD vs NXPI
+1,445.5%
-892.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | -2.6% | -2.3% | -0.4% | -2.2% |
| 30D | -0.3% | -4.3% | +4.0% | +0.5% |
| 3M | +6.1% | -24.7% | +30.7% | +11.5% |
| 6M | +11.7% | +9.7% | +2.0% | +7.4% |
| YTD | +26.3% | +3.8% | +22.6% | +22.4% |
| 1Y | +28.8% | +1.6% | +27.1% | +24.8% |
| 3Y | +55.0% | +16.0% | +39.0% | +41.8% |
| 5Y | +60.0% | +16.1% | +43.9% | +42.6% |
| 10Y | +243.1% | +211.4% | +31.8% | +141.5% |
| All | +553.0% | +1,445.5% | -892.5% | +235.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NXPI.
Daily Out/Under-Performance
Portfolio return minus NXPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXPI 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded NXPI 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling