+14,973.8%
MSFT vs SCCO
+35,670.2%
-20,696.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.9% | -6.1% | -2.3% |
| 7D | -1.4% | +3.4% | -4.9% | -2.2% |
| 30D | -1.0% | +6.6% | -7.6% | -2.8% |
| 3M | +20.2% | +24.5% | -4.3% | +13.3% |
| 6M | +21.3% | +16.5% | +4.8% | +14.9% |
| YTD | +2.8% | +52.1% | -49.3% | -9.7% |
| 1Y | 0.0% | +114.2% | -114.2% | -19.6% |
| 3Y | +51.2% | +207.4% | -156.2% | +8.3% |
| 5Y | +71.4% | +353.7% | -282.3% | +8.5% |
| 10Y | +868.6% | +1,144.5% | -275.9% | +359.6% |
| All | +14,973.8% | +35,670.2% | -20,696.4% | +3,350.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling