+28,710.3%
SOXL vs SCHD
+553.1%
+28,157.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.4% | +4.9% | +3.8% |
| 7D | +3.9% | -2.0% | +5.8% | +11.4% |
| 30D | -14.3% | -0.4% | -13.9% | -15.1% |
| 3M | -45.6% | +5.7% | -51.3% | -61.0% |
| 6M | +117.2% | +11.9% | +105.3% | +29.1% |
| YTD | +189.8% | +26.4% | +163.4% | +6.7% |
| 1Y | +317.7% | +27.6% | +290.1% | +47.0% |
| 3Y | +478.6% | +54.9% | +423.7% | +17.3% |
| 5Y | +169.5% | +60.9% | +108.6% | -25.2% |
| 10Y | +5,222.1% | +243.4% | +4,978.6% | +66.7% |
| All | +28,710.3% | +553.1% | +28,157.3% | -18.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling