+54.9%
XLE vs SCHD
+57.0%
-2.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +2.2% |
| 7D | 0.0% | -1.1% | +1.1% | +1.1% |
| 30D | +12.6% | +1.5% | +11.1% | +10.9% |
| 3M | +11.8% | +7.4% | +4.4% | +3.7% |
| 6M | +16.1% | +12.4% | +3.7% | +2.5% |
| YTD | +46.9% | +27.5% | +19.3% | +13.4% |
| 1Y | +53.3% | +30.0% | +23.2% | +15.9% |
| 3Y | +54.9% | +56.5% | -1.6% | -0.6% |
| All | +54.9% | +57.0% | -2.1% | -0.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling