+295.2%
SCHW vs RRC
+6.5%
+288.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.7% |
| 7D | -2.8% | -1.2% | -1.6% | -2.6% |
| 30D | -0.1% | +3.0% | -3.0% | -0.6% |
| 3M | +20.6% | +7.3% | +13.3% | +18.8% |
| 6M | +15.9% | +3.6% | +12.4% | +14.7% |
| YTD | +8.5% | +19.4% | -10.9% | +4.3% |
| 1Y | +17.8% | +21.4% | -3.6% | +12.5% |
| 3Y | +88.5% | +32.8% | +55.8% | +74.7% |
| 5Y | +60.6% | +152.0% | -91.3% | +27.3% |
| All | +295.2% | +6.5% | +288.7% | +188.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling