+309.7%
SCCO vs BB
-29.9%
+339.5%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -2.7% | -4.5% | -6.6% |
| 7D | -2.7% | -2.1% | -0.6% | -2.2% |
| 30D | -0.2% | -16.0% | +15.9% | +3.4% |
| 3M | +17.8% | -14.5% | +32.3% | +20.0% |
| 6M | +2.3% | +118.6% | -116.3% | -15.9% |
| YTD | +41.6% | +98.9% | -57.3% | +18.6% |
| 1Y | +101.9% | +99.5% | +2.4% | +67.8% |
| 3Y | +186.2% | +65.4% | +120.8% | +132.7% |
| 5Y | +309.7% | -27.6% | +337.3% | +286.1% |
| All | +309.7% | -29.9% | +339.5% | +286.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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