+353.7%
SCCO vs EXPD
+60.9%
+292.8%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.5% | +6.4% | +5.5% |
| 7D | +3.4% | -0.9% | +4.4% | +3.7% |
| 30D | +6.6% | +4.1% | +2.6% | +5.1% |
| 3M | +24.5% | +13.8% | +10.7% | +18.7% |
| 6M | +16.5% | +27.3% | -10.8% | +6.2% |
| YTD | +52.1% | +25.4% | +26.7% | +38.3% |
| 1Y | +114.2% | +54.4% | +59.8% | +78.1% |
| 3Y | +207.4% | +67.9% | +139.5% | +144.1% |
| 5Y | +353.7% | +59.2% | +294.6% | +250.8% |
| All | +353.7% | +60.9% | +292.8% | +250.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling