+26.7%
Q vs SCCO
+58.3%
-31.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.9% |
| 7D | +0.2% | -5.3% | +5.5% | +3.2% |
| 30D | -11.1% | +0.9% | -12.0% | -12.2% |
| 3M | -22.1% | +2.4% | -24.5% | -24.1% |
| 6M | +0.5% | -2.4% | +2.8% | -2.2% |
| YTD | +47.8% | +42.4% | +5.4% | +21.9% |
| All | +26.7% | +58.3% | -31.5% | +0.9% |
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