+92.9%
QQQ vs SCCO
+177.0%
-84.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | -0.6% | -2.7% | +2.1% | 0.0% |
| 30D | -1.2% | -0.7% | -0.5% | -1.4% |
| 3M | -0.2% | +8.1% | -8.3% | -2.7% |
| 6M | +17.9% | +4.1% | +13.8% | +15.1% |
| YTD | +16.6% | +41.1% | -24.5% | +3.9% |
| 1Y | +23.0% | +95.6% | -72.6% | -0.1% |
| 3Y | +92.9% | +179.3% | -86.3% | +40.9% |
| All | +92.9% | +177.0% | -84.1% | +40.9% |
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 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