+1,978.3%
NOW vs SCCO
+831.5%
+1,146.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.5% | +4.0% | +2.1% |
| 7D | +0.3% | -1.9% | +2.2% | +0.7% |
| 30D | -27.0% | -17.4% | -9.5% | -23.8% |
| 3M | -19.6% | -11.7% | -8.0% | -18.0% |
| 6M | +17.5% | -12.1% | +29.6% | +18.4% |
| YTD | -33.3% | +20.9% | -54.1% | -40.5% |
| 1Y | -39.8% | +31.3% | -71.2% | -47.7% |
| 3Y | -19.9% | +170.3% | -190.2% | -46.2% |
| 5Y | -26.1% | +240.8% | -266.8% | -54.8% |
| 10Y | +518.7% | +683.6% | -164.9% | +174.9% |
| All | +1,978.3% | +831.5% | +1,146.7% | +760.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling