+16,706.2%
STX vs SCHW
+1,276.2%
+15,430.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.9% |
| 7D | +9.6% | -1.6% | +11.1% | +10.2% |
| 30D | +10.6% | -1.1% | +11.7% | +10.8% |
| 3M | +4.8% | +20.4% | -15.6% | -4.1% |
| 6M | +137.3% | +13.6% | +123.6% | +120.8% |
| YTD | +222.5% | +7.7% | +214.8% | +207.3% |
| 1Y | +366.2% | +15.2% | +351.0% | +330.5% |
| 3Y | +1,352.9% | +87.1% | +1,265.8% | +966.4% |
| 5Y | +1,077.4% | +57.5% | +1,020.0% | +785.1% |
| 10Y | +3,621.5% | +295.1% | +3,326.4% | +1,600.2% |
| All | +16,706.2% | +1,276.2% | +15,430.0% | +3,907.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling