+226.0%
XLE vs SCHD
+58.9%
+167.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.3% |
| 7D | +0.5% | -3.1% | +3.6% | +3.7% |
| 30D | +6.6% | -0.8% | +7.4% | +7.3% |
| 3M | +12.3% | +6.2% | +6.1% | +5.2% |
| 6M | +18.4% | +11.8% | +6.6% | +5.0% |
| YTD | +47.2% | +26.0% | +21.3% | +15.3% |
| 1Y | +50.3% | +28.1% | +22.1% | +15.5% |
| 3Y | +55.3% | +54.6% | +0.7% | -1.3% |
| 5Y | +226.0% | +60.3% | +165.6% | +94.0% |
| All | +226.0% | +58.9% | +167.0% | +94.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling