+32,669.1%
SCCO vs BG
+1,169.9%
+31,499.2%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +0.5% |
| 7D | -2.7% | +3.1% | -5.8% | -4.1% |
| 30D | -0.7% | +10.2% | -10.9% | -5.8% |
| 3M | +8.1% | -1.7% | +9.8% | +7.8% |
| 6M | +4.1% | +1.0% | +3.1% | +1.8% |
| YTD | +41.1% | +39.9% | +1.2% | +17.4% |
| 1Y | +95.6% | +53.2% | +42.3% | +53.7% |
| 3Y | +179.3% | +16.3% | +163.0% | +145.1% |
| 5Y | +308.3% | +83.9% | +224.4% | +174.7% |
| 10Y | +1,090.2% | +165.1% | +925.1% | +500.2% |
| All | +32,669.1% | +1,169.9% | +31,499.2% | +12,012.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling