+45.0%
BBY vs SCCO
+177.0%
-132.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.1% |
| 7D | +0.6% | -2.7% | +3.2% | +1.0% |
| 30D | +9.4% | -0.7% | +10.1% | +9.0% |
| 3M | +19.3% | +8.1% | +11.2% | +16.2% |
| 6M | +47.9% | +4.1% | +43.8% | +43.9% |
| YTD | +39.6% | +41.1% | -1.6% | +18.8% |
| 1Y | +22.2% | +95.6% | -73.4% | -8.1% |
| 3Y | +45.0% | +179.3% | -134.3% | -7.0% |
| All | +45.0% | +177.0% | -132.1% | -7.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling