+32,355.3%
AVGO vs SCCO
+1,463.4%
+30,892.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.9% | -2.0% | +1.1% |
| 7D | -0.3% | +3.4% | -3.8% | -1.6% |
| 30D | -13.8% | +6.6% | -20.5% | -16.3% |
| 3M | -6.9% | +24.5% | -31.4% | -15.2% |
| 6M | +11.9% | +16.5% | -4.6% | +4.0% |
| YTD | +6.9% | +52.1% | -45.2% | -12.5% |
| 1Y | +7.4% | +114.2% | -106.8% | -23.2% |
| 3Y | +345.6% | +207.4% | +138.1% | +170.2% |
| 5Y | +718.9% | +353.7% | +365.1% | +310.5% |
| 10Y | +2,755.4% | +1,144.5% | +1,610.8% | +804.4% |
| All | +32,355.3% | +1,463.4% | +30,892.0% | +7,946.7% |
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