+95.6%
SCCO vs CASY
+14.3%
+81.2%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | -0.2% |
| 7D | -2.7% | -18.6% | +15.9% | -1.3% |
| 30D | -0.7% | -26.6% | +25.9% | +1.7% |
| 3M | +8.1% | -32.8% | +40.9% | +12.0% |
| 6M | +4.1% | -10.0% | +14.1% | -4.5% |
| YTD | +41.1% | +11.6% | +29.5% | +23.3% |
| 1Y | +95.6% | +11.5% | +84.1% | +76.4% |
| All | +95.6% | +14.3% | +81.2% | +76.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling