+2,770.9%
AVGO vs SCCO
+1,104.1%
+1,666.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.7% | +0.5% |
| 7D | +1.1% | -2.7% | +3.8% | +2.1% |
| 30D | -13.0% | -0.7% | -12.3% | -13.2% |
| 3M | -6.0% | +8.1% | -14.1% | -9.6% |
| 6M | +6.4% | +4.1% | +2.3% | +3.0% |
| YTD | +5.0% | +41.1% | -36.2% | -12.3% |
| 1Y | +1.4% | +95.6% | -94.2% | -26.0% |
| 3Y | +336.8% | +179.3% | +157.6% | +168.9% |
| 5Y | +698.2% | +308.3% | +389.9% | +303.9% |
| All | +2,770.9% | +1,104.1% | +1,666.9% | +912.4% |
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