+1,611.9%
BE vs SCCO
+178.0%
+1,433.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -7.2% | +3.2% | +1.1% |
| 7D | +9.7% | -2.7% | +12.4% | +11.9% |
| 30D | +22.4% | -0.2% | +22.6% | +21.4% |
| 3M | +10.4% | +17.8% | -7.4% | -1.7% |
| 6M | +67.9% | +2.3% | +65.6% | +63.0% |
| YTD | +197.5% | +41.6% | +155.9% | +135.9% |
| 1Y | +310.6% | +101.9% | +208.7% | +171.2% |
| All | +1,611.9% | +178.0% | +1,433.9% | +647.4% |
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