+357.4%
SOXL vs SCHD
+30.7%
+326.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.8% | +10.7% | +9.7% |
| 7D | +5.3% | -0.3% | +5.6% | +5.3% |
| 30D | -11.2% | +3.4% | -14.6% | -11.5% |
| 3M | -55.4% | +7.6% | -63.0% | -56.6% |
| 6M | +107.1% | +12.2% | +95.0% | +86.5% |
| YTD | +179.0% | +29.0% | +150.1% | +112.7% |
| 1Y | +357.4% | +30.3% | +327.1% | +246.3% |
| All | +357.4% | +30.7% | +326.7% | +246.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 1y: compounded portfolio wealth divided by compounded SCHD 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…
1y analysis · Full analysis span regression · 6 months rolling