+16.1%
KMB vs SCCO
+34.4%
-18.4%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -6.5% | +8.0% | +1.6% |
| 7D | +0.4% | -12.9% | +13.3% | +0.5% |
| 30D | +14.1% | -18.2% | +32.4% | +14.3% |
| 3M | -0.5% | -13.7% | +13.2% | -0.4% |
| 6M | +16.6% | +0.9% | +15.7% | +15.5% |
| YTD | +13.7% | +21.8% | -8.1% | +14.6% |
| 1Y | +16.1% | +30.5% | -14.4% | +17.0% |
| All | +16.1% | +34.4% | -18.4% | +17.0% |
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 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