+430.6%
SCCO vs CLBK
+65.5%
+365.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -2.7% | -1.5% | -1.2% | -2.2% |
| 30D | -0.7% | -1.0% | +0.3% | -0.4% |
| 3M | +8.1% | +22.9% | -14.8% | -0.1% |
| 6M | +4.1% | +44.2% | -40.1% | -9.1% |
| YTD | +41.1% | +64.0% | -22.8% | +16.7% |
| 1Y | +95.6% | +65.7% | +29.9% | +60.3% |
| 3Y | +179.3% | +54.1% | +125.2% | +127.3% |
| 5Y | +308.3% | +44.7% | +263.6% | +211.4% |
| All | +430.6% | +65.5% | +365.1% | +268.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 10y: compounded portfolio wealth divided by compounded CLBK 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…
10y analysis · Full analysis span regression · 6 months rolling