+45.0%
SCCO vs EXPD
+53.8%
-8.8%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.2% | +5.2% | +2.6% |
| 7D | -7.9% | +0.3% | -8.2% | -8.0% |
| 30D | -13.0% | +1.8% | -14.8% | -13.4% |
| 3M | -6.9% | +8.9% | -15.8% | -8.7% |
| 6M | +11.0% | +42.2% | -31.3% | +2.7% |
| YTD | +30.3% | +33.4% | -3.1% | +17.8% |
| 1Y | +45.0% | +47.2% | -2.2% | +24.1% |
| All | +45.0% | +53.8% | -8.8% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 1y: compounded portfolio wealth divided by compounded EXPD 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…
1y analysis · Full analysis span regression · 6 months rolling