+176.5%
DLR vs SCCO
+1,104.1%
-927.6%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.1% | +1.8% |
| 7D | +0.1% | -2.7% | +2.8% | +0.5% |
| 30D | -4.3% | -0.7% | -3.6% | -4.4% |
| 3M | +3.8% | +8.1% | -4.3% | +1.8% |
| 6M | +5.8% | +4.1% | +1.7% | +3.8% |
| YTD | +23.5% | +41.1% | -17.6% | +13.5% |
| 1Y | +11.1% | +95.6% | -84.5% | -4.4% |
| 3Y | +57.9% | +179.3% | -121.4% | +24.0% |
| 5Y | +44.0% | +308.3% | -264.3% | +3.2% |
| All | +176.5% | +1,104.1% | -927.6% | +46.3% |
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