+33,174.6%
SCCO vs BWA
+2,584.8%
+30,589.8%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.9% | +6.8% | +5.8% |
| 7D | +3.4% | +4.3% | -0.8% | +1.3% |
| 30D | +6.6% | -2.9% | +9.5% | +8.0% |
| 3M | +24.5% | -12.4% | +36.9% | +32.6% |
| 6M | +16.5% | +28.6% | -12.1% | +3.7% |
| YTD | +52.1% | +48.2% | +3.9% | +24.5% |
| 1Y | +114.2% | +50.9% | +63.2% | +73.3% |
| 3Y | +207.4% | +72.2% | +135.3% | +127.9% |
| 5Y | +353.7% | +91.1% | +262.7% | +210.1% |
| 10Y | +1,144.5% | +144.0% | +1,000.5% | +608.3% |
| All | +33,174.6% | +2,584.8% | +30,589.8% | +8,884.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling