+179.3%
SCCO vs BWA
+70.7%
+108.6%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +14.0% |
| 6M | +4.1% | +26.5% | -22.4% | -6.4% |
| YTD | +41.1% | +49.1% | -8.0% | +15.3% |
| 1Y | +95.6% | +52.1% | +43.5% | +57.8% |
| 3Y | +179.3% | +72.6% | +106.7% | +97.0% |
| All | +179.3% | +70.7% | +108.6% | +97.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling