+695.6%
AVGO vs SCCO
+313.8%
+381.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -7.2% | +6.3% | +1.8% |
| 7D | +1.0% | -2.7% | +3.7% | +2.0% |
| 30D | -13.3% | -0.2% | -13.1% | -13.7% |
| 3M | -2.9% | +17.8% | -20.6% | -9.6% |
| 6M | +5.7% | +2.3% | +3.5% | +3.2% |
| YTD | +4.6% | +41.6% | -37.0% | -12.3% |
| 1Y | -1.6% | +101.9% | -103.5% | -28.4% |
| 3Y | +336.2% | +186.2% | +150.1% | +174.4% |
| 5Y | +695.6% | +309.7% | +386.0% | +330.9% |
| All | +695.6% | +313.8% | +381.9% | +330.9% |
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