+20,099.0%
TSLA vs SCHD
+558.6%
+19,540.4%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.1% | +5.1% | +5.3% |
| 7D | +3.4% | -1.1% | +4.5% | +4.8% |
| 30D | +12.0% | +1.5% | +10.5% | +10.2% |
| 3M | -10.0% | +7.4% | -17.4% | -17.7% |
| 6M | -7.2% | +12.4% | -19.6% | -19.7% |
| YTD | -18.1% | +27.5% | -45.7% | -39.3% |
| 1Y | +6.3% | +30.0% | -23.7% | -23.1% |
| 3Y | +48.2% | +56.5% | -8.3% | -12.2% |
| 5Y | +46.5% | +60.7% | -14.2% | -13.5% |
| 10Y | +2,698.1% | +237.8% | +2,460.4% | +574.2% |
| All | +20,099.0% | +558.6% | +19,540.4% | +1,751.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling