+365.4%
STX vs SCHW
+14.3%
+351.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.0% | +7.3% | +6.3% |
| 7D | +2.4% | -0.8% | +3.1% | +2.3% |
| 30D | +1.4% | +1.5% | -0.1% | +1.3% |
| 3M | -8.2% | +24.6% | -32.8% | -10.6% |
| 6M | +127.0% | +14.5% | +112.5% | +125.1% |
| YTD | +209.1% | +10.5% | +198.7% | +215.2% |
| 1Y | +365.4% | +13.4% | +352.1% | +366.7% |
| All | +365.4% | +14.3% | +351.2% | +366.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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