+238.6%
SCHD vs XEL
+151.6%
+87.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.3% |
| 7D | -2.0% | -0.3% | -1.7% | -1.9% |
| 30D | -0.4% | -3.9% | +3.5% | +1.1% |
| 3M | +5.7% | -2.8% | +8.5% | +6.7% |
| 6M | +11.9% | -5.4% | +17.3% | +13.9% |
| YTD | +26.4% | +3.8% | +22.7% | +23.9% |
| 1Y | +27.6% | +6.8% | +20.8% | +23.2% |
| 3Y | +54.9% | +45.6% | +9.4% | +29.7% |
| 5Y | +60.9% | +30.7% | +30.2% | +39.5% |
| All | +238.6% | +151.6% | +87.1% | +149.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 10y: compounded portfolio wealth divided by compounded XEL 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…
10y analysis · Full analysis span regression · 6 months rolling