+55.9%
SOXL vs SCHD
+42.1%
+13.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.9% | -10.7% | -6.0% |
| 7D | -37.9% | +3.2% | -41.1% | -34.6% |
| 30D | -59.4% | +10.7% | -70.1% | -54.2% |
| 3M | -52.3% | +7.8% | -60.1% | -47.4% |
| 6M | -47.7% | +16.7% | -64.4% | -45.9% |
| YTD | +58.8% | +35.3% | +23.5% | +41.2% |
| 1Y | +55.9% | +41.8% | +14.1% | +31.2% |
| All | +55.9% | +42.1% | +13.8% | +31.2% |
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