+1.3%
BBY vs SCCO
+303.5%
-302.3%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.2% |
| 7D | +0.6% | -2.7% | +3.2% | +1.1% |
| 30D | +9.4% | -0.7% | +10.1% | +9.0% |
| 3M | +19.3% | +8.1% | +11.2% | +15.9% |
| 6M | +47.9% | +4.1% | +43.8% | +43.3% |
| YTD | +39.6% | +41.1% | -1.6% | +19.7% |
| 1Y | +22.2% | +95.6% | -73.4% | -6.4% |
| 3Y | +45.0% | +179.3% | -134.3% | -4.1% |
| All | +1.3% | +303.5% | -302.3% | -41.7% |
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 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