+33,174.6%
SCCO vs BBWI
+925.6%
+32,249.0%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.1% | +8.1% | +5.8% |
| 7D | +3.4% | +1.6% | +1.9% | +2.9% |
| 30D | +6.6% | -6.2% | +12.8% | +7.6% |
| 3M | +24.5% | +4.3% | +20.1% | +21.3% |
| 6M | +16.5% | -7.2% | +23.7% | +16.0% |
| YTD | +52.1% | -3.0% | +55.2% | +48.0% |
| 1Y | +114.2% | -30.8% | +144.9% | +124.8% |
| 3Y | +207.4% | -43.4% | +250.8% | +226.2% |
| 5Y | +353.7% | -66.7% | +420.5% | +424.7% |
| 10Y | +1,144.5% | -55.7% | +1,200.2% | +988.7% |
| All | +33,174.6% | +925.6% | +32,249.0% | +11,426.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BBWI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling