+51,606.1%
SCHW vs EAT
+10,852.5%
+40,753.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | -2.8% | -6.2% | +3.4% | -1.1% |
| 30D | -0.1% | -3.0% | +3.0% | +0.5% |
| 3M | +20.6% | +45.6% | -25.1% | +7.9% |
| 6M | +15.9% | +53.5% | -37.6% | +0.9% |
| YTD | +8.5% | +49.6% | -41.1% | -5.2% |
| 1Y | +17.8% | +38.9% | -21.1% | +4.0% |
| 3Y | +88.5% | +589.7% | -501.1% | -0.3% |
| 5Y | +60.6% | +318.7% | -258.0% | -7.3% |
| 10Y | +298.0% | +380.1% | -82.0% | +80.4% |
| All | +51,606.1% | +10,852.5% | +40,753.6% | +6,847.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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