-91.6%
SOXS vs SCHD
+42.1%
-133.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.9% | +6.9% | +5.9% |
| 7D | +46.7% | +3.2% | +43.5% | +40.9% |
| 30D | +97.0% | +10.7% | +86.3% | +79.6% |
| 3M | +39.5% | +7.8% | +31.7% | +30.8% |
| 6M | -54.9% | +16.7% | -71.7% | -55.2% |
| YTD | -90.4% | +35.3% | -125.6% | -88.7% |
| 1Y | -91.6% | +41.8% | -133.4% | -89.6% |
| All | -91.6% | +42.1% | -133.8% | -89.6% |
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