+179.2%
XLE vs SCHD
+258.1%
-78.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.3% |
| 7D | +5.4% | +2.7% | +2.7% | +2.1% |
| 30D | -3.9% | +7.1% | -11.1% | -11.9% |
| 3M | +7.0% | +5.7% | +1.3% | -0.4% |
| 6M | +14.2% | +15.6% | -1.4% | -4.9% |
| YTD | +48.2% | +34.9% | +13.3% | +2.0% |
| 1Y | +47.7% | +37.4% | +10.3% | -0.6% |
| 3Y | +70.0% | +74.5% | -4.5% | -15.2% |
| 5Y | +169.1% | +63.7% | +105.5% | +44.4% |
| All | +179.2% | +258.1% | -78.9% | -35.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling