+207.4%
SCCO vs ALLY
+69.8%
+137.6%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.3% | +8.2% | +6.3% |
| 7D | +3.4% | +1.0% | +2.4% | +2.9% |
| 30D | +6.6% | -3.3% | +9.9% | +7.8% |
| 3M | +24.5% | +0.5% | +24.0% | +23.9% |
| 6M | +16.5% | +12.6% | +3.9% | +10.7% |
| YTD | +52.1% | -4.7% | +56.8% | +53.7% |
| 1Y | +114.2% | +5.2% | +108.9% | +106.9% |
| 3Y | +207.4% | +66.5% | +140.9% | +142.5% |
| All | +207.4% | +69.8% | +137.6% | +142.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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