+26,339.8%
SCCO vs CASY
+8,339.0%
+18,000.9%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.2% | -2.7% |
| 7D | -1.9% | +3.6% | -5.5% | -2.9% |
| 30D | -17.4% | +9.1% | -26.5% | -19.6% |
| 3M | -11.7% | -16.5% | +4.9% | -8.0% |
| 6M | -12.1% | -19.7% | +7.6% | -8.7% |
| YTD | +20.9% | +29.3% | -8.4% | +9.5% |
| 1Y | +31.3% | +33.1% | -1.8% | +17.8% |
| 3Y | +170.3% | +158.5% | +11.8% | +96.1% |
| 5Y | +240.8% | +266.7% | -25.9% | +118.9% |
| 10Y | +683.6% | +553.5% | +130.2% | +314.4% |
| All | +26,339.8% | +8,339.0% | +18,000.9% | +7,083.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling