+32.0%
Q vs SCCO
+69.6%
-37.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.4% | +1.6% |
| 7D | +6.6% | +2.4% | +4.2% | +5.2% |
| 30D | -6.6% | +6.4% | -13.0% | -10.2% |
| 3M | -13.2% | +21.6% | -34.8% | -23.0% |
| 6M | +9.9% | +13.4% | -3.5% | -0.2% |
| YTD | +53.9% | +52.6% | +1.3% | +22.2% |
| All | +32.0% | +69.6% | -37.6% | +1.2% |
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