+1,187.3%
SCCO vs ALK
-39.2%
+1,226.5%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.3% | +0.6% |
| 7D | +2.4% | -3.0% | +5.4% | +3.4% |
| 30D | +6.4% | -14.6% | +21.0% | +11.6% |
| 3M | +21.6% | -10.6% | +32.1% | +25.0% |
| 6M | +13.4% | -6.7% | +20.1% | +14.4% |
| YTD | +52.6% | -19.8% | +72.4% | +60.8% |
| 1Y | +122.4% | -35.2% | +157.6% | +148.2% |
| 3Y | +208.5% | +1.4% | +207.1% | +186.6% |
| 5Y | +353.9% | -30.7% | +384.6% | +359.2% |
| 10Y | +1,187.3% | -37.4% | +1,224.6% | +1,008.1% |
| All | +1,187.3% | -39.2% | +1,226.5% | +1,008.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling