+1,014.6%
MU vs SCCO
+275.1%
+739.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.3% | +10.6% | +11.1% |
| 7D | +2.0% | -2.4% | +4.4% | +4.2% |
| 30D | -18.0% | -16.5% | -1.5% | -8.3% |
| 3M | -6.6% | -10.4% | +3.8% | -0.8% |
| 6M | +2.0% | -2.8% | +4.8% | +4.9% |
| YTD | +184.5% | +27.2% | +157.3% | +148.3% |
| 1Y | +236.9% | +33.6% | +203.2% | +186.7% |
| 3Y | +987.0% | +182.4% | +804.6% | +549.5% |
| 5Y | +1,014.6% | +262.8% | +751.9% | +477.9% |
| All | +1,014.6% | +275.1% | +739.5% | +477.9% |
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