+113.8%
MSTR vs SCCO
+339.1%
-225.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.9% | -9.3% | -7.6% |
| 7D | +9.3% | +3.4% | +5.9% | +6.4% |
| 30D | +36.5% | +6.6% | +29.9% | +30.8% |
| 3M | +7.3% | +24.5% | -17.2% | -7.7% |
| 6M | +2.2% | +16.5% | -14.3% | -10.4% |
| YTD | -10.2% | +52.1% | -62.3% | -37.8% |
| 1Y | -58.6% | +114.2% | -172.8% | -78.4% |
| 3Y | +283.2% | +207.4% | +75.8% | +44.0% |
| 5Y | +113.8% | +353.7% | -240.0% | -40.7% |
| All | +113.8% | +339.1% | -225.3% | -40.7% |
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 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