+1,158.4%
SCCO vs CASY
+465.7%
+692.7%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -14.2% | +14.6% | +4.2% |
| 7D | +2.4% | -16.5% | +19.0% | +7.1% |
| 30D | +6.4% | -26.4% | +32.8% | +15.1% |
| 3M | +21.6% | -17.3% | +38.9% | +25.1% |
| 6M | +13.4% | -5.2% | +18.6% | +11.7% |
| YTD | +52.6% | +14.1% | +38.6% | +42.2% |
| 1Y | +122.4% | +16.6% | +105.8% | +105.2% |
| 3Y | +208.5% | +163.7% | +44.8% | +113.8% |
| 5Y | +353.9% | +231.3% | +122.6% | +184.1% |
| All | +1,158.4% | +465.7% | +692.7% | +563.9% |
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