+293.7%
CDW vs SCCO
+1,104.1%
-810.4%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | -0.3% | +8.2% | +7.9% |
| 7D | +0.9% | -2.7% | +3.6% | +1.4% |
| 30D | +13.1% | -0.7% | +13.8% | +12.8% |
| 3M | +19.7% | +8.1% | +11.6% | +16.2% |
| 6M | +30.7% | +4.1% | +26.6% | +26.2% |
| YTD | +14.7% | +41.1% | -26.4% | -0.8% |
| 1Y | -5.3% | +95.6% | -100.9% | -26.1% |
| 3Y | -23.8% | +179.3% | -203.1% | -49.0% |
| 5Y | -16.8% | +308.3% | -325.1% | -53.0% |
| All | +293.7% | +1,104.1% | -810.4% | +55.2% |
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