+216.1%
C vs SCCO
+182.5%
+33.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.5% | +1.0% |
| 7D | -0.4% | -1.8% | +1.4% | +0.1% |
| 30D | -5.2% | -17.8% | +12.6% | -1.0% |
| 3M | -9.1% | -12.5% | +3.4% | -6.9% |
| 6M | -1.6% | -4.1% | +2.5% | -2.1% |
| YTD | +6.9% | +25.5% | -18.6% | -3.1% |
| 1Y | +23.0% | +31.0% | -8.0% | +10.1% |
| 3Y | +216.1% | +178.7% | +37.4% | +119.1% |
| All | +216.1% | +182.5% | +33.7% | +119.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling