+86.8%
SCHW vs OMC
+10.5%
+76.4%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-11 to 2026-09-11.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | -1.9% | -4.4% | +2.5% | -0.8% |
| 30D | -1.6% | -7.6% | +6.0% | +0.2% |
| 3M | +21.3% | +4.5% | +16.7% | +19.8% |
| 6M | +16.5% | -0.3% | +16.7% | +16.1% |
| YTD | +8.4% | -0.1% | +8.5% | +8.0% |
| 1Y | +15.6% | +4.6% | +11.0% | +13.4% |
| 3Y | +86.8% | +10.5% | +76.4% | +59.6% |
| All | +86.8% | +10.5% | +76.4% | +59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 2023-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded OMC 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…
2023-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling