+54.9%
SCHD vs XEL
+46.5%
+8.5%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -2.0% | -0.3% | -1.7% | -1.9% |
| 30D | -0.4% | -3.9% | +3.5% | +0.5% |
| 3M | +5.7% | -2.8% | +8.5% | +6.4% |
| 6M | +11.9% | -5.4% | +17.3% | +13.2% |
| YTD | +26.4% | +3.8% | +22.7% | +24.9% |
| 1Y | +27.6% | +6.8% | +20.8% | +24.9% |
| 3Y | +54.9% | +45.6% | +9.4% | +41.1% |
| All | +54.9% | +46.5% | +8.5% | +41.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling