+60.2%
SCHD vs SPXL
+141.8%
-81.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -2.0% | -0.1% |
| 7D | -2.0% | -2.5% | +0.6% | -1.4% |
| 30D | -0.4% | -4.2% | +3.8% | +0.5% |
| 3M | +5.7% | +8.1% | -2.4% | +3.5% |
| 6M | +11.9% | +35.6% | -23.7% | +3.5% |
| YTD | +26.4% | +28.8% | -2.4% | +18.0% |
| 1Y | +27.6% | +39.8% | -12.2% | +16.3% |
| 3Y | +54.9% | +221.4% | -166.4% | +10.5% |
| All | +60.2% | +141.8% | -81.7% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXL.
Daily Out/Under-Performance
Portfolio return minus SPXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXL 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 5y: compounded portfolio wealth divided by compounded SPXL 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…
5y analysis · Full analysis span regression · 6 months rolling