-0.9%
TSLA vs SCHD
+28.6%
-29.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.4% |
| 7D | +3.2% | -2.0% | +5.2% | +3.9% |
| 30D | +11.6% | -0.4% | +12.0% | +11.9% |
| 3M | -8.4% | +5.7% | -14.2% | -9.4% |
| 6M | -10.4% | +11.9% | -22.3% | -13.5% |
| YTD | -18.7% | +26.4% | -45.2% | -24.6% |
| 1Y | -0.9% | +27.6% | -28.5% | -7.4% |
| All | -0.9% | +28.6% | -29.5% | -7.4% |
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