+127.8%
AAPL vs SCCO
+303.5%
-175.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.1% | +1.8% |
| 7D | +3.8% | -2.7% | +6.5% | +4.2% |
| 30D | +9.9% | -0.7% | +10.7% | +9.6% |
| 3M | +12.5% | +8.1% | +4.4% | +9.7% |
| 6M | +27.6% | +4.1% | +23.5% | +24.4% |
| YTD | +22.6% | +41.1% | -18.6% | +9.7% |
| 1Y | +45.0% | +95.6% | -50.6% | +18.8% |
| 3Y | +87.8% | +179.3% | -91.5% | +36.5% |
| All | +127.8% | +303.5% | -175.7% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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