+37.7%
BEN vs SCCO
+313.8%
-276.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -7.2% | +5.9% | +0.7% |
| 7D | +0.3% | -2.7% | +3.0% | +1.0% |
| 30D | +0.9% | -0.2% | +1.1% | +0.6% |
| 3M | +9.2% | +17.8% | -8.6% | +3.1% |
| 6M | +36.8% | +2.3% | +34.5% | +33.4% |
| YTD | +44.4% | +41.6% | +2.8% | +23.9% |
| 1Y | +45.8% | +101.9% | -56.0% | +9.9% |
| 3Y | +52.5% | +186.2% | -133.6% | -4.8% |
| 5Y | +37.7% | +309.7% | -272.0% | -29.1% |
| All | +37.7% | +313.8% | -276.1% | -29.1% |
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