+779.6%
NOW vs SCCO
+1,202.2%
-422.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.4% |
| 7D | -4.1% | +2.4% | -6.6% | -4.7% |
| 30D | +2.9% | +6.4% | -3.5% | +1.1% |
| 3M | +22.6% | +21.6% | +1.0% | +15.9% |
| 6M | +7.5% | +13.4% | -5.9% | +2.1% |
| YTD | -14.4% | +52.6% | -67.0% | -27.3% |
| 1Y | -29.8% | +122.4% | -152.2% | -47.2% |
| 3Y | +9.2% | +208.5% | -199.2% | -28.6% |
| 5Y | +0.8% | +353.9% | -353.1% | -43.4% |
| All | +779.6% | +1,202.2% | -422.6% | +248.6% |
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 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