+0.9%
SCHW vs BBY
+34.4%
-33.4%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +8.0% | -3.4% | +4.1% |
| 7D | +5.2% | +4.5% | +0.7% | +4.9% |
| 30D | -4.7% | +16.0% | -20.7% | -5.2% |
| 3M | -11.9% | +18.6% | -30.6% | -12.5% |
| 6M | +2.7% | +80.1% | -77.3% | +0.2% |
| YTD | -5.6% | +57.4% | -63.0% | -6.9% |
| All | +0.9% | +34.4% | -33.4% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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