+94.3%
ORCL vs SCCO
+339.1%
-244.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.9% | -2.6% | +1.1% |
| 7D | +15.0% | +3.4% | +11.6% | +13.9% |
| 30D | +10.5% | +6.6% | +3.9% | +8.5% |
| 3M | -23.0% | +24.5% | -47.5% | -27.6% |
| 6M | +7.0% | +16.5% | -9.5% | +1.9% |
| YTD | -15.8% | +52.1% | -67.9% | -26.0% |
| 1Y | -31.1% | +114.2% | -145.2% | -44.7% |
| 3Y | +33.3% | +207.4% | -174.1% | -3.7% |
| 5Y | +94.3% | +353.7% | -259.4% | +27.1% |
| All | +94.3% | +339.1% | -244.8% | +27.1% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling