+7,286.8%
SCHW vs DECK
+7,904.0%
-617.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.0% |
| 7D | +3.9% | +5.8% | -1.8% | +3.1% |
| 30D | -4.3% | +7.9% | -12.2% | -5.3% |
| 3M | -14.8% | -11.4% | -3.4% | -13.5% |
| 6M | -0.1% | -16.6% | +16.5% | +2.0% |
| YTD | -7.5% | -16.4% | +8.8% | -6.2% |
| 1Y | -1.6% | +8.6% | -10.3% | -3.9% |
| 3Y | +71.4% | -15.1% | +86.5% | +68.5% |
| 5Y | +20.5% | +22.9% | -2.3% | +10.8% |
| 10Y | +236.5% | +895.7% | -659.2% | +129.9% |
| All | +7,286.8% | +7,904.0% | -617.2% | +3,618.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 all: compounded portfolio wealth divided by compounded DECK 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…
all analysis · Full analysis span regression · 6 months rolling