+41.8%
SCHD vs TSCO
-28.6%
+70.4%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TSCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.2% | -2.4% | +1.3% |
| 7D | +3.2% | +15.7% | -12.5% | +1.1% |
| 30D | +10.7% | +16.4% | -5.8% | +8.3% |
| 3M | +7.8% | +11.2% | -3.4% | +6.1% |
| 6M | +16.7% | +14.9% | +1.8% | +14.3% |
| YTD | +35.3% | -25.4% | +60.7% | +40.3% |
| 1Y | +41.8% | -29.4% | +71.1% | +49.4% |
| All | +41.8% | -28.6% | +70.4% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TSCO.
Daily Out/Under-Performance
Portfolio return minus TSCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSCO 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 TSCO 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