+173.8%
DAL vs SCCO
+162.8%
+11.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.0% | +1.8% |
| 7D | +8.8% | -4.8% | +13.6% | +10.7% |
| 30D | +5.4% | -15.8% | +21.2% | +11.3% |
| 3M | -4.9% | -10.9% | +6.0% | -2.1% |
| 6M | +19.8% | -5.1% | +24.9% | +19.0% |
| YTD | +27.0% | +23.2% | +3.8% | +9.7% |
| 1Y | +52.5% | +30.7% | +21.8% | +28.2% |
| 3Y | +173.8% | +164.1% | +9.8% | +69.8% |
| All | +173.8% | +162.8% | +11.1% | +69.8% |
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 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