+123,030.8%
AAPL vs SCCO
+35,790.2%
+87,240.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -3.0% | +2.4% | -5.4% | -3.7% |
| 30D | +2.3% | +6.4% | -4.1% | +0.1% |
| 3M | +8.6% | +21.6% | -12.9% | +1.7% |
| 6M | +21.6% | +13.4% | +8.2% | +14.9% |
| YTD | +16.3% | +52.6% | -36.3% | -0.3% |
| 1Y | +35.1% | +122.4% | -87.3% | +3.2% |
| 3Y | +79.4% | +208.5% | -129.1% | +21.1% |
| 5Y | +109.8% | +353.9% | -244.1% | +22.9% |
| 10Y | +1,237.1% | +1,187.3% | +49.8% | +453.1% |
| All | +123,030.8% | +35,790.2% | +87,240.6% | +19,899.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling