+776.1%
IVV vs SCCO
+34,273.8%
-33,497.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +0.1% | -5.3% | +5.4% | +1.5% |
| 30D | +0.1% | +2.7% | -2.6% | -0.9% |
| 3M | +2.0% | +4.2% | -2.2% | 0.0% |
| 6M | +13.0% | -0.6% | +13.7% | +11.2% |
| YTD | +13.6% | +45.0% | -31.4% | 0.0% |
| 1Y | +20.1% | +109.3% | -89.2% | -4.7% |
| 3Y | +77.6% | +180.8% | -103.2% | +26.3% |
| 5Y | +82.5% | +314.3% | -231.8% | +13.4% |
| 10Y | +316.5% | +1,083.3% | -766.8% | +85.4% |
| All | +776.1% | +34,273.8% | -33,497.6% | +62.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling