+82.6%
IVV vs SCCO
+313.8%
-231.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -7.2% | +6.6% | +0.9% |
| 7D | -2.0% | -2.7% | +0.7% | -1.6% |
| 30D | -1.6% | -0.2% | -1.5% | -1.9% |
| 3M | +4.8% | +17.8% | -13.0% | +0.5% |
| 6M | +12.6% | +2.3% | +10.3% | +10.5% |
| YTD | +11.8% | +41.6% | -29.8% | +0.9% |
| 1Y | +17.6% | +101.9% | -84.3% | -2.7% |
| 3Y | +77.0% | +186.2% | -109.2% | +30.5% |
| 5Y | +82.6% | +309.7% | -227.1% | +19.9% |
| All | +82.6% | +313.8% | -231.2% | +19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling