+51,384.6%
SCHW vs GPC
+2,270.7%
+49,113.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.9% | +0.7% | -0.2% |
| 7D | -1.3% | +0.2% | -1.5% | -1.5% |
| 30D | -0.4% | -0.4% | 0.0% | -0.3% |
| 3M | +21.7% | +39.2% | -17.5% | -4.9% |
| 6M | +13.0% | +18.2% | -5.3% | -2.4% |
| YTD | +8.0% | +12.1% | -4.1% | -5.2% |
| 1Y | +15.8% | -0.7% | +16.5% | +10.1% |
| 3Y | +87.7% | -1.7% | +89.4% | +65.6% |
| 5Y | +59.7% | +29.3% | +30.4% | +12.4% |
| 10Y | +292.9% | +80.7% | +212.2% | +96.6% |
| All | +51,384.6% | +2,270.7% | +49,113.9% | +4,877.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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