+28,396.0%
SCCO vs DOC
+783.1%
+27,612.8%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.1% | -1.2% | +0.5% |
| 7D | -7.9% | +8.7% | -16.6% | -11.4% |
| 30D | -13.0% | +7.6% | -20.6% | -16.2% |
| 3M | -6.9% | -5.3% | -1.6% | -4.9% |
| 6M | +11.0% | +27.6% | -16.6% | -2.4% |
| YTD | +30.3% | +32.4% | -2.1% | +11.9% |
| 1Y | +45.0% | +22.9% | +22.1% | +28.8% |
| 3Y | +179.1% | +43.1% | +136.0% | +126.9% |
| 5Y | +295.7% | -21.4% | +317.1% | +319.5% |
| 10Y | +915.5% | +16.8% | +898.7% | +699.7% |
| All | +28,396.0% | +783.1% | +27,612.8% | +10,060.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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