+11.8%
NOW vs SCCO
+210.1%
-198.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +4.9% | -9.9% | -5.2% |
| 7D | -6.1% | +3.4% | -9.5% | -6.3% |
| 30D | +7.5% | +6.6% | +0.9% | +7.0% |
| 3M | +17.5% | +24.5% | -7.0% | +15.7% |
| 6M | +7.9% | +16.5% | -8.6% | +6.6% |
| YTD | -12.4% | +52.1% | -64.5% | -20.3% |
| 1Y | -28.6% | +114.2% | -142.7% | -40.8% |
| 3Y | +11.8% | +207.4% | -195.6% | -16.7% |
| All | +11.8% | +210.1% | -198.3% | -16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling