+1,918.6%
SCCO vs BUD
+201.1%
+1,717.5%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.5% | -0.5% |
| 7D | -5.3% | +0.3% | -5.5% | -5.4% |
| 30D | +2.7% | -5.7% | +8.3% | +5.5% |
| 3M | +4.2% | +3.1% | +1.1% | +2.2% |
| 6M | -0.6% | +7.9% | -8.5% | -4.6% |
| YTD | +45.0% | +27.3% | +17.6% | +28.3% |
| 1Y | +109.3% | +37.8% | +71.5% | +77.8% |
| 3Y | +180.8% | +49.8% | +130.9% | +124.0% |
| 5Y | +314.3% | +43.8% | +270.4% | +229.5% |
| 10Y | +1,083.3% | -22.6% | +1,105.9% | +1,111.9% |
| All | +1,918.6% | +201.1% | +1,717.5% | +646.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling