+325.3%
STX vs SCHW
+17.7%
+307.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.1% | -3.7% | -3.7% |
| 7D | -2.3% | -1.9% | -0.4% | -2.3% |
| 30D | -5.5% | -1.6% | -3.8% | -5.6% |
| 3M | -4.3% | +21.3% | -25.6% | -7.1% |
| 6M | +115.6% | +16.5% | +99.1% | +109.2% |
| YTD | +202.2% | +8.4% | +193.8% | +208.0% |
| 1Y | +325.3% | +15.6% | +309.7% | +332.7% |
| All | +325.3% | +17.7% | +307.6% | +332.7% |
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