+96.9%
PSX vs SCCO
+43.0%
+54.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.9% | -6.5% | -4.4% |
| 7D | -5.2% | -7.9% | +2.7% | -5.7% |
| 30D | -3.7% | -13.0% | +9.3% | -4.5% |
| 3M | +26.8% | -6.9% | +33.6% | +26.3% |
| 6M | +47.3% | +11.0% | +36.3% | +48.5% |
| YTD | +105.4% | +30.3% | +75.1% | +87.2% |
| 1Y | +96.9% | +45.0% | +51.9% | +75.7% |
| All | +96.9% | +43.0% | +54.0% | +75.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling