+1,583.7%
SCHW vs EBAY
+12,594.5%
-11,010.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.7% | +0.2% |
| 7D | -2.8% | -0.8% | -2.0% | -2.5% |
| 30D | -0.1% | -0.6% | +0.6% | 0.0% |
| 3M | +20.6% | -1.0% | +21.6% | +20.4% |
| 6M | +15.9% | +16.3% | -0.3% | +8.9% |
| YTD | +8.5% | +21.7% | -13.2% | -0.1% |
| 1Y | +17.8% | +16.5% | +1.3% | +9.1% |
| 3Y | +88.5% | +154.2% | -65.6% | +28.2% |
| 5Y | +60.6% | +58.1% | +2.6% | +26.2% |
| 10Y | +298.0% | +273.5% | +24.6% | +117.5% |
| All | +1,583.7% | +12,594.5% | -11,010.9% | +261.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EBAY.
Daily Out/Under-Performance
Portfolio return minus EBAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EBAY 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 EBAY 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