-100.0%
SOXS vs SCHD
+54.6%
-154.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.4% | -5.9% | -4.5% |
| 7D | -4.7% | -2.0% | -2.8% | -10.1% |
| 30D | +7.7% | -0.4% | +8.1% | +5.1% |
| 3M | -10.2% | +5.7% | -15.9% | -1.8% |
| 6M | -99.2% | +11.9% | -111.1% | -99.2% |
| YTD | -99.5% | +26.4% | -126.0% | -99.3% |
| 1Y | -99.8% | +27.6% | -127.4% | -99.6% |
| 3Y | -100.0% | +54.9% | -154.9% | -99.9% |
| All | -100.0% | +54.6% | -154.6% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling