+1,256.6%
BEN vs SCCO
+35,670.2%
-34,413.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.9% | -5.2% | -2.0% |
| 7D | +4.7% | +3.4% | +1.2% | +3.3% |
| 30D | +2.6% | +6.6% | -4.0% | -0.2% |
| 3M | +11.5% | +24.5% | -13.0% | +1.6% |
| 6M | +35.3% | +16.5% | +18.8% | +24.8% |
| YTD | +48.6% | +52.1% | -3.5% | +21.5% |
| 1Y | +46.7% | +114.2% | -67.5% | +4.4% |
| 3Y | +57.0% | +207.4% | -150.4% | -6.5% |
| 5Y | +41.8% | +353.7% | -311.9% | -29.5% |
| 10Y | +55.2% | +1,144.5% | -1,089.3% | -49.7% |
| All | +1,256.6% | +35,670.2% | -34,413.6% | +71.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling