+51.8%
BEN vs SCCO
+1,104.1%
-1,052.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -3.1% | -2.7% | -0.5% | -2.3% |
| 30D | +0.2% | -0.7% | +0.9% | -0.1% |
| 3M | +6.8% | +8.1% | -1.2% | +2.6% |
| 6M | +38.1% | +4.1% | +34.0% | +32.6% |
| YTD | +44.3% | +41.1% | +3.2% | +19.8% |
| 1Y | +42.6% | +95.6% | -53.0% | +2.6% |
| 3Y | +52.3% | +179.3% | -126.9% | -10.9% |
| 5Y | +37.6% | +308.3% | -270.7% | -35.0% |
| All | +51.8% | +1,104.1% | -1,052.3% | -57.5% |
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