+353.9%
SCCO vs ALLY
-1.1%
+355.0%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.7% |
| 7D | +2.4% | -1.9% | +4.4% | +3.0% |
| 30D | +6.4% | -4.5% | +10.9% | +8.0% |
| 3M | +21.6% | -2.8% | +24.4% | +22.6% |
| 6M | +13.4% | +10.3% | +3.1% | +9.2% |
| YTD | +52.6% | -5.7% | +58.3% | +54.7% |
| 1Y | +122.4% | +3.9% | +118.4% | +117.0% |
| 3Y | +208.5% | +64.7% | +143.8% | +152.0% |
| 5Y | +353.9% | -2.6% | +356.5% | +337.9% |
| All | +353.9% | -1.1% | +355.0% | +337.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling