+52,550.4%
SCHW vs PPL
+2,096.5%
+50,453.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -0.8% | +2.7% | -3.5% | -1.9% |
| 30D | +1.5% | +0.5% | +1.0% | +1.2% |
| 3M | +24.6% | +0.7% | +23.9% | +23.8% |
| 6M | +14.5% | -7.6% | +22.1% | +17.8% |
| YTD | +10.5% | +1.8% | +8.7% | +8.7% |
| 1Y | +13.4% | -0.8% | +14.1% | +12.6% |
| 3Y | +88.3% | +56.9% | +31.4% | +51.9% |
| 5Y | +62.1% | +39.5% | +22.6% | +36.8% |
| 10Y | +297.3% | +55.4% | +241.9% | +207.5% |
| All | +52,550.4% | +2,096.5% | +50,453.9% | +12,574.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded PPL 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling