+398.8%
OSCR vs SCCO
+177.0%
+221.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | +1.6% | -2.7% | +4.3% | +2.1% |
| 30D | +10.7% | -0.7% | +11.4% | +10.2% |
| 3M | +13.4% | +8.1% | +5.3% | +9.8% |
| 6M | +144.6% | +4.1% | +140.4% | +135.8% |
| YTD | +128.0% | +41.1% | +86.9% | +96.5% |
| 1Y | +68.7% | +95.6% | -26.9% | +30.6% |
| 3Y | +398.8% | +179.3% | +219.5% | +236.8% |
| All | +398.8% | +177.0% | +221.7% | +236.8% |
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