+89.0%
MGY vs SCCO
+303.5%
-214.5%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +3.5% | -2.7% | +6.2% | +4.3% |
| 30D | +5.3% | -0.7% | +6.0% | +5.0% |
| 3M | +2.6% | +8.1% | -5.4% | -1.1% |
| 6M | -3.3% | +4.1% | -7.4% | -7.9% |
| YTD | +29.2% | +41.1% | -11.9% | +5.5% |
| 1Y | +18.0% | +95.6% | -77.5% | -18.0% |
| 3Y | +30.0% | +179.3% | -149.2% | -29.4% |
| All | +89.0% | +303.5% | -214.5% | -22.6% |
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