+309.7%
SCCO vs BUD
+44.8%
+264.9%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.4% | -6.8% | -7.0% |
| 7D | -2.7% | -3.2% | +0.5% | -1.3% |
| 30D | -0.2% | -3.7% | +3.5% | +1.3% |
| 3M | +17.8% | -4.4% | +22.2% | +19.7% |
| 6M | +2.3% | +7.7% | -5.5% | -1.6% |
| YTD | +41.6% | +23.1% | +18.6% | +29.0% |
| 1Y | +101.9% | +33.6% | +68.2% | +77.4% |
| 3Y | +186.2% | +44.7% | +141.5% | +137.7% |
| 5Y | +309.7% | +44.9% | +264.7% | +229.4% |
| All | +309.7% | +44.8% | +264.9% | +229.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling