+1,067.4%
SCCO vs BUD
-22.8%
+1,090.3%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.4% | -6.8% | -7.0% |
| 7D | -2.7% | -3.2% | +0.5% | -1.4% |
| 30D | -0.2% | -3.7% | +3.5% | +1.2% |
| 3M | +17.8% | -4.4% | +22.2% | +19.6% |
| 6M | +2.3% | +7.7% | -5.5% | -1.2% |
| YTD | +41.6% | +23.1% | +18.6% | +29.6% |
| 1Y | +101.9% | +33.6% | +68.2% | +78.3% |
| 3Y | +186.2% | +44.7% | +141.5% | +140.5% |
| 5Y | +309.7% | +44.9% | +264.7% | +237.9% |
| All | +1,067.4% | -22.8% | +1,090.3% | +946.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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