+65.1%
CSGP vs SCCO
+783.1%
-718.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.2% | +0.3% | -2.4% |
| 7D | -3.2% | -1.8% | -1.4% | -2.9% |
| 30D | +2.2% | -17.8% | +20.0% | +5.2% |
| 3M | -3.7% | -12.5% | +8.8% | -2.4% |
| 6M | -7.4% | -4.1% | -3.4% | -8.9% |
| YTD | -54.9% | +25.5% | -80.4% | -59.6% |
| 1Y | -54.9% | +31.0% | -85.9% | -60.1% |
| 3Y | -61.9% | +178.7% | -240.6% | -73.6% |
| 5Y | -63.1% | +279.7% | -342.8% | -77.1% |
| 10Y | +65.1% | +691.4% | -626.3% | -23.2% |
| All | +65.1% | +783.1% | -718.0% | -23.2% |
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