+1,003.0%
BE vs SCCO
+528.7%
+474.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.3% | +7.0% | +6.9% |
| 7D | +9.0% | -2.7% | +11.7% | +11.3% |
| 30D | +16.3% | -0.7% | +17.0% | +15.7% |
| 3M | +10.8% | +8.1% | +2.7% | +4.3% |
| 6M | +73.2% | +4.1% | +69.1% | +65.5% |
| YTD | +217.4% | +41.1% | +176.2% | +141.7% |
| 1Y | +309.8% | +95.6% | +214.2% | +147.5% |
| 3Y | +1,726.2% | +179.3% | +1,546.9% | +673.2% |
| 5Y | +1,306.2% | +308.3% | +997.9% | +324.9% |
| All | +1,003.0% | +528.7% | +474.3% | +74.6% |
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