-13.3%
TSLA vs SCHD
+42.1%
-55.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.9% | -5.2% | -3.5% |
| 7D | -4.7% | +3.2% | -7.9% | -5.0% |
| 30D | +1.7% | +10.7% | -9.0% | -0.1% |
| 3M | +17.7% | +7.8% | +9.8% | +16.6% |
| 6M | -1.9% | +16.7% | -18.6% | -4.0% |
| YTD | -14.3% | +35.3% | -49.6% | -17.0% |
| 1Y | -13.3% | +41.8% | -55.1% | -16.1% |
| All | -13.3% | +42.1% | -55.4% | -16.1% |
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