+779.7%
EXPE vs SCCO
+7,096.1%
-6,316.4%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +4.9% | -12.8% | -9.7% |
| 7D | -9.8% | +3.4% | -13.2% | -11.1% |
| 30D | -11.5% | +6.6% | -18.1% | -14.2% |
| 3M | +21.7% | +24.5% | -2.8% | +10.0% |
| 6M | +10.4% | +16.5% | -6.1% | +0.4% |
| YTD | -2.5% | +52.1% | -54.7% | -22.9% |
| 1Y | +27.3% | +114.2% | -86.8% | -13.0% |
| 3Y | +153.5% | +207.4% | -53.9% | +43.8% |
| 5Y | +91.1% | +353.7% | -262.7% | -9.8% |
| 10Y | +153.1% | +1,144.5% | -991.4% | -24.6% |
| All | +779.7% | +7,096.1% | -6,316.4% | +70.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling