+469.4%
PWR vs SCCO
+303.5%
+165.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.5% | +5.3% |
| 7D | +4.2% | -2.7% | +6.8% | +5.0% |
| 30D | -4.0% | -0.7% | -3.3% | -4.4% |
| 3M | -4.8% | +8.1% | -12.9% | -8.1% |
| 6M | +14.6% | +4.1% | +10.5% | +10.9% |
| YTD | +54.2% | +41.1% | +13.1% | +33.3% |
| 1Y | +67.1% | +95.6% | -28.4% | +29.4% |
| 3Y | +218.5% | +179.3% | +39.2% | +111.5% |
| All | +469.4% | +303.5% | +165.9% | +221.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling