+112.1%
SOXL vs SCHD
+11.6%
+100.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.3% | -7.7% | -8.6% |
| 7D | +8.5% | -3.1% | +11.6% | +2.5% |
| 30D | -13.0% | -0.8% | -12.1% | -14.1% |
| 3M | -35.9% | +6.2% | -42.1% | -35.3% |
| 6M | +112.1% | +11.8% | +100.2% | +73.2% |
| All | +112.1% | +11.6% | +100.4% | +73.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling