+49.9%
XLE vs SCHD
+42.1%
+7.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.9% | -6.6% | -5.8% |
| 7D | -7.2% | +3.2% | -10.4% | -9.1% |
| 30D | +0.1% | +10.7% | -10.6% | -6.7% |
| 3M | +9.2% | +7.8% | +1.4% | +3.4% |
| 6M | +8.4% | +16.7% | -8.4% | -4.2% |
| YTD | +44.9% | +35.3% | +9.6% | +9.3% |
| 1Y | +49.9% | +41.8% | +8.1% | +9.0% |
| All | +49.9% | +42.1% | +7.7% | +9.0% |
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