+15.7%
SCHW vs CTSH
-14.1%
+29.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | -2.8% | -9.8% | +7.0% | -1.0% |
| 30D | -0.1% | +0.1% | -0.2% | -0.1% |
| 3M | +20.6% | +13.2% | +7.4% | +17.3% |
| 6M | +15.9% | -6.2% | +22.1% | +17.6% |
| YTD | +8.5% | -28.5% | +37.0% | +15.6% |
| All | +15.7% | -14.1% | +29.8% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CTSH.
Daily Out/Under-Performance
Portfolio return minus CTSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTSH 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 CTSH 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