+20.1%
IVV vs SCCO
+105.9%
-85.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.4% |
| 7D | +0.1% | -5.3% | +5.4% | +0.9% |
| 30D | +0.1% | +0.9% | -0.8% | -0.2% |
| 3M | +2.0% | +2.4% | -0.4% | +1.1% |
| 6M | +13.0% | -2.4% | +15.4% | +11.6% |
| YTD | +13.6% | +42.4% | -28.9% | +5.4% |
| 1Y | +20.1% | +105.6% | -85.6% | +8.7% |
| All | +20.1% | +105.9% | -85.9% | +8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling