+353.9%
SCCO vs DAR
-8.0%
+361.9%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.1% |
| 7D | +2.4% | -0.2% | +2.6% | +2.5% |
| 30D | +6.4% | +7.4% | -1.0% | +3.5% |
| 3M | +21.6% | +15.7% | +5.9% | +14.7% |
| 6M | +13.4% | +30.0% | -16.6% | +2.2% |
| YTD | +52.6% | +87.5% | -34.9% | +21.2% |
| 1Y | +122.4% | +113.4% | +9.0% | +67.2% |
| 3Y | +208.5% | +15.3% | +193.2% | +181.1% |
| 5Y | +353.9% | -4.3% | +358.2% | +320.0% |
| All | +353.9% | -8.0% | +361.9% | +320.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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