+2,600.5%
BNY vs SCCO
+33,085.5%
-30,485.1%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.4% | +0.2% |
| 7D | -1.3% | -2.7% | +1.3% | -0.6% |
| 30D | -0.2% | -0.7% | +0.6% | -0.5% |
| 3M | +14.9% | +8.1% | +6.8% | +10.6% |
| 6M | +40.0% | +4.1% | +35.9% | +34.4% |
| YTD | +42.0% | +41.1% | +0.8% | +20.8% |
| 1Y | +56.9% | +95.6% | -38.7% | +18.3% |
| 3Y | +289.9% | +179.3% | +110.6% | +147.7% |
| 5Y | +259.2% | +308.3% | -49.1% | +92.8% |
| 10Y | +413.3% | +1,090.2% | -677.0% | +77.6% |
| All | +2,600.5% | +33,085.5% | -30,485.1% | +292.4% |
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