+177.8%
XLE vs SCHD
+244.5%
-66.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | -0.1% |
| 7D | +1.7% | -2.0% | +3.6% | +4.1% |
| 30D | +6.7% | -0.4% | +7.1% | +7.1% |
| 3M | +14.9% | +5.7% | +9.1% | +7.0% |
| 6M | +15.9% | +11.9% | +4.0% | +0.5% |
| YTD | +47.7% | +26.4% | +21.3% | +10.3% |
| 1Y | +50.7% | +27.6% | +23.1% | +11.2% |
| 3Y | +57.9% | +54.9% | +2.9% | -8.7% |
| 5Y | +227.0% | +60.9% | +166.1% | +78.7% |
| All | +177.8% | +244.5% | -66.7% | -35.0% |
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 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