+31,611.1%
SCCO vs CASY
+8,851.9%
+22,759.1%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -5.3% | +0.1% | -5.3% | -5.3% |
| 30D | +2.7% | -11.3% | +14.0% | +6.0% |
| 3M | +4.2% | -0.6% | +4.9% | +2.7% |
| 6M | -0.6% | +10.7% | -11.4% | -5.1% |
| YTD | +45.0% | +37.1% | +7.8% | +30.3% |
| 1Y | +109.3% | +52.3% | +57.0% | +81.9% |
| 3Y | +180.8% | +215.2% | -34.4% | +93.4% |
| 5Y | +314.3% | +276.5% | +37.8% | +166.3% |
| 10Y | +1,083.3% | +508.4% | +575.0% | +542.6% |
| All | +31,611.1% | +8,851.9% | +22,759.1% | +8,446.7% |
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 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