+1,352.3%
LSCC vs SCCO
+783.1%
+569.2%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +0.9% | -0.5% |
| 7D | +5.0% | -1.8% | +6.8% | +6.5% |
| 30D | -11.7% | -17.8% | +6.0% | -0.6% |
| 3M | -13.3% | -12.5% | -0.8% | -6.4% |
| 6M | -12.5% | -4.1% | -8.5% | -10.5% |
| YTD | +51.2% | +25.5% | +25.7% | +29.5% |
| 1Y | +65.9% | +31.0% | +34.9% | +38.6% |
| 3Y | +95.3% | +178.7% | -83.4% | +4.4% |
| 5Y | +38.6% | +279.7% | -241.1% | -38.5% |
| 10Y | +1,352.3% | +691.4% | +660.9% | +335.8% |
| All | +1,352.3% | +783.1% | +569.2% | +335.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling