+292.4%
C vs SCCO
+1,104.1%
-811.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.6% | +0.4% |
| 7D | +0.8% | -2.7% | +3.5% | +1.7% |
| 30D | +0.9% | -0.7% | +1.6% | +0.3% |
| 3M | +1.1% | +8.1% | -7.0% | -3.8% |
| 6M | +28.4% | +4.1% | +24.3% | +22.0% |
| YTD | +20.8% | +41.1% | -20.4% | -2.5% |
| 1Y | +43.4% | +95.6% | -52.1% | -1.8% |
| 3Y | +274.9% | +179.3% | +95.6% | +101.3% |
| 5Y | +136.7% | +308.3% | -171.6% | -3.0% |
| All | +292.4% | +1,104.1% | -811.7% | -13.8% |
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