+41.8%
SCHD vs OXY
+45.4%
-3.6%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.1% | +7.0% | +2.2% |
| 7D | +3.2% | -8.8% | +12.0% | +3.8% |
| 30D | +10.7% | -1.7% | +12.3% | +10.7% |
| 3M | +7.8% | +4.5% | +3.3% | +7.4% |
| 6M | +16.7% | -4.0% | +20.7% | +16.8% |
| YTD | +35.3% | +41.4% | -6.1% | +25.1% |
| 1Y | +41.8% | +45.9% | -4.1% | +30.1% |
| All | +41.8% | +45.4% | -3.6% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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