+79.4%
IVV vs SCCO
+183.0%
-103.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +1.0% |
| 7D | -0.9% | -2.4% | +1.5% | -0.5% |
| 30D | -2.3% | -16.5% | +14.1% | +0.7% |
| 3M | -1.2% | -10.4% | +9.2% | +0.3% |
| 6M | +3.3% | -2.8% | +6.1% | +2.7% |
| YTD | +12.3% | +27.2% | -14.8% | +4.2% |
| 1Y | +12.5% | +33.6% | -21.1% | +3.2% |
| All | +79.4% | +183.0% | -103.6% | +39.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling