+122.4%
SCCO vs EXPD
+56.9%
+65.5%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -0.9% | +0.2% |
| 7D | +2.4% | +1.2% | +1.3% | +2.3% |
| 30D | +6.4% | +5.2% | +1.2% | +5.8% |
| 3M | +21.6% | +13.2% | +8.4% | +19.8% |
| 6M | +13.4% | +30.3% | -16.9% | +10.4% |
| YTD | +52.6% | +27.0% | +25.6% | +50.3% |
| 1Y | +122.4% | +57.3% | +65.1% | +132.0% |
| All | +122.4% | +56.9% | +65.5% | +132.0% |
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 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