+117.3%
IBB vs SCCO
+1,108.1%
-990.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -7.2% | +5.8% | +0.3% |
| 7D | -5.2% | -2.7% | -2.5% | -4.7% |
| 30D | +1.5% | -0.2% | +1.6% | +1.2% |
| 3M | +22.1% | +17.8% | +4.4% | +16.5% |
| 6M | +17.7% | +2.3% | +15.5% | +15.3% |
| YTD | +20.2% | +41.6% | -21.4% | +7.5% |
| 1Y | +44.4% | +101.9% | -57.4% | +17.5% |
| 3Y | +61.1% | +186.2% | -125.1% | +15.6% |
| 5Y | +18.5% | +309.7% | -291.1% | -25.4% |
| All | +117.3% | +1,108.1% | -990.9% | -9.6% |
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 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