+14.7%
XLF vs SCHD
+42.1%
-27.4%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.9% | +1.7% | +2.4% |
| 7D | +5.5% | +3.2% | +2.3% | +3.6% |
| 30D | +9.9% | +10.7% | -0.8% | +3.8% |
| 3M | +2.6% | +7.8% | -5.2% | -1.6% |
| 6M | +15.6% | +16.7% | -1.1% | +6.1% |
| YTD | +9.4% | +35.3% | -25.8% | -8.7% |
| 1Y | +14.7% | +41.8% | -27.0% | -7.4% |
| All | +14.7% | +42.1% | -27.4% | -7.4% |
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 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