-40.6%
FIS vs SCCO
+1,104.1%
-1,144.6%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -7.9% | -2.7% | -5.2% | -7.6% |
| 30D | -8.0% | -0.7% | -7.2% | -8.3% |
| 3M | +0.6% | +8.1% | -7.5% | -2.0% |
| 6M | -22.2% | +4.1% | -26.3% | -24.4% |
| YTD | -40.8% | +41.1% | -81.9% | -47.7% |
| 1Y | -41.5% | +95.6% | -137.1% | -53.0% |
| 3Y | -25.5% | +179.3% | -204.7% | -48.1% |
| 5Y | -64.8% | +308.3% | -373.1% | -78.8% |
| All | -40.6% | +1,104.1% | -1,144.6% | -74.6% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling