+695.6%
SCCO vs CASY
+550.0%
+145.6%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.3% |
| 7D | +1.7% | +2.5% | -0.8% | +1.1% |
| 30D | -18.1% | +10.2% | -28.3% | -20.4% |
| 3M | -12.8% | -15.7% | +2.9% | -9.4% |
| 6M | -8.5% | -18.4% | +9.9% | -5.1% |
| YTD | +23.9% | +28.3% | -4.4% | +11.3% |
| 1Y | +30.0% | +32.6% | -2.6% | +15.3% |
| 3Y | +175.2% | +159.5% | +15.7% | +92.3% |
| 5Y | +249.4% | +263.9% | -14.5% | +111.7% |
| All | +695.6% | +550.0% | +145.6% | +298.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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