+353.7%
SCCO vs CASY
+274.3%
+79.4%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.0% | +7.9% | +5.4% |
| 7D | +3.4% | -4.4% | +7.8% | +4.2% |
| 30D | +6.6% | -12.0% | +18.7% | +8.8% |
| 3M | +24.5% | -2.3% | +26.8% | +23.3% |
| 6M | +16.5% | +10.5% | +6.0% | +12.1% |
| YTD | +52.1% | +33.0% | +19.1% | +41.4% |
| 1Y | +114.2% | +41.1% | +73.0% | +96.5% |
| 3Y | +207.4% | +207.5% | -0.1% | +144.8% |
| 5Y | +353.7% | +290.7% | +63.0% | +249.7% |
| All | +353.7% | +274.3% | +79.4% | +249.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling