+162.3%
SOXL vs SCHD
+59.9%
+102.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.4% | +4.9% | +3.8% |
| 7D | +3.9% | -2.0% | +5.8% | +11.6% |
| 30D | -14.3% | -0.4% | -13.9% | -15.3% |
| 3M | -45.6% | +5.7% | -51.3% | -61.9% |
| 6M | +117.2% | +11.9% | +105.3% | +23.5% |
| YTD | +189.8% | +26.4% | +163.4% | -3.5% |
| 1Y | +317.7% | +27.6% | +290.1% | +31.9% |
| 3Y | +478.6% | +54.9% | +423.7% | -11.9% |
| All | +162.3% | +59.9% | +102.4% | -39.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling