+1,063.5%
SCCO vs BWA
+156.8%
+906.8%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -1.1% |
| 7D | -2.7% | -1.3% | -1.3% | -2.1% |
| 30D | -0.7% | -2.9% | +2.2% | +0.6% |
| 3M | +8.1% | -10.7% | +18.8% | +14.2% |
| 6M | +4.1% | +26.5% | -22.4% | -7.1% |
| YTD | +41.1% | +49.1% | -8.0% | +14.1% |
| 1Y | +95.6% | +52.1% | +43.5% | +56.0% |
| 3Y | +179.3% | +72.6% | +106.7% | +103.2% |
| 5Y | +308.3% | +89.4% | +218.9% | +173.5% |
| All | +1,063.5% | +156.8% | +906.8% | +504.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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