+691.4%
SCCO vs EXPD
+329.8%
+361.6%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.1% |
| 7D | -1.8% | -7.4% | +5.6% | +1.8% |
| 30D | -17.8% | -2.1% | -15.7% | -16.9% |
| 3M | -12.5% | +5.7% | -18.2% | -15.0% |
| 6M | -4.1% | +21.4% | -25.4% | -13.0% |
| YTD | +25.5% | +27.6% | -2.1% | +9.2% |
| 1Y | +31.0% | +36.1% | -5.2% | +10.3% |
| 3Y | +178.7% | +69.9% | +108.8% | +103.8% |
| 5Y | +279.7% | +59.7% | +220.0% | +179.6% |
| 10Y | +691.4% | +323.0% | +368.4% | +250.0% |
| All | +691.4% | +329.8% | +361.6% | +250.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling