+565.7%
AMZN vs SCCO
+1,104.1%
-538.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.3% | +2.0% |
| 7D | -0.7% | -2.7% | +2.0% | -0.1% |
| 30D | -3.9% | -0.7% | -3.2% | -4.2% |
| 3M | +6.3% | +8.1% | -1.8% | +3.2% |
| 6M | +20.8% | +4.1% | +16.6% | +17.3% |
| YTD | +11.2% | +41.1% | -29.9% | -2.0% |
| 1Y | +11.7% | +95.6% | -83.9% | -10.7% |
| 3Y | +79.4% | +179.3% | -99.8% | +26.4% |
| 5Y | +48.0% | +308.3% | -260.3% | -8.3% |
| All | +565.7% | +1,104.1% | -538.4% | +219.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling