+1,067.4%
SCCO vs BAH
+207.1%
+860.4%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +4.8% | -12.0% | -8.1% |
| 7D | -2.7% | +2.4% | -5.1% | -3.2% |
| 30D | -0.2% | -2.9% | +2.8% | +0.2% |
| 3M | +17.8% | -1.3% | +19.1% | +17.5% |
| 6M | +2.3% | -0.9% | +3.1% | +1.4% |
| YTD | +41.6% | -8.2% | +49.8% | +41.1% |
| 1Y | +101.9% | -24.0% | +125.9% | +109.8% |
| 3Y | +186.2% | -28.1% | +214.3% | +187.7% |
| 5Y | +309.7% | +2.5% | +307.2% | +260.4% |
| All | +1,067.4% | +207.1% | +860.4% | +760.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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