+177.1%
SCCO vs CASY
+159.8%
+17.3%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.4% |
| 7D | +1.7% | +2.5% | -0.8% | +1.4% |
| 30D | -18.1% | +10.2% | -28.3% | -19.3% |
| 3M | -12.8% | -15.7% | +2.9% | -10.6% |
| 6M | -8.5% | -18.4% | +9.9% | -5.4% |
| YTD | +23.9% | +28.3% | -4.4% | +13.6% |
| 1Y | +30.0% | +32.6% | -2.6% | +18.1% |
| All | +177.1% | +159.8% | +17.3% | +116.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling