+13.6%
SCHW vs APA
+36.8%
-23.2%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.0% | -3.3% | -0.1% |
| 7D | -1.6% | +0.3% | -1.9% | -1.5% |
| 30D | -1.1% | +9.3% | -10.4% | -0.5% |
| 3M | +20.4% | +23.3% | -3.0% | +22.0% |
| 6M | +13.6% | +39.5% | -25.9% | +13.7% |
| All | +13.6% | +36.8% | -23.2% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 6mo: compounded portfolio wealth divided by compounded APA 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…
6mo analysis · Full analysis span regression · 6 months rolling