+553.6%
SCHD vs SPXS
-100.0%
+653.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | -0.3% |
| 7D | -2.0% | +2.5% | -4.4% | -1.3% |
| 30D | -0.4% | +4.2% | -4.6% | +0.8% |
| 3M | +5.7% | -9.3% | +15.0% | +3.3% |
| 6M | +11.9% | -30.7% | +42.6% | +2.3% |
| YTD | +26.4% | -28.1% | +54.5% | +17.1% |
| 1Y | +27.6% | -35.1% | +62.7% | +15.4% |
| 3Y | +54.9% | -79.6% | +134.5% | +8.9% |
| 5Y | +60.9% | -86.3% | +147.2% | +13.8% |
| 10Y | +243.4% | -99.5% | +343.0% | +21.2% |
| All | +553.6% | -100.0% | +653.5% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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