+1,063.5%
SCCO vs BG
+166.7%
+896.9%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +0.4% |
| 7D | -2.7% | +3.1% | -5.8% | -3.8% |
| 30D | -0.7% | +10.2% | -10.9% | -4.9% |
| 3M | +8.1% | -1.7% | +9.8% | +8.0% |
| 6M | +4.1% | +1.0% | +3.1% | +2.3% |
| YTD | +41.1% | +39.9% | +1.2% | +21.5% |
| 1Y | +95.6% | +53.2% | +42.3% | +60.8% |
| 3Y | +179.3% | +16.3% | +163.0% | +152.2% |
| 5Y | +308.3% | +83.9% | +224.4% | +196.1% |
| All | +1,063.5% | +166.7% | +896.9% | +597.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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