+31,611.1%
SCCO vs EXPD
+15,249.9%
+16,361.2%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.7% |
| 7D | -5.3% | -1.1% | -4.1% | -4.9% |
| 30D | +2.7% | +4.1% | -1.4% | +1.1% |
| 3M | +4.2% | +17.9% | -13.7% | -2.1% |
| 6M | -0.6% | +29.2% | -29.9% | -10.3% |
| YTD | +45.0% | +27.4% | +17.6% | +30.7% |
| 1Y | +109.3% | +56.8% | +52.5% | +73.3% |
| 3Y | +180.8% | +68.0% | +112.7% | +125.0% |
| 5Y | +314.3% | +61.9% | +252.4% | +230.1% |
| 10Y | +1,083.3% | +316.0% | +767.3% | +565.5% |
| All | +31,611.1% | +15,249.9% | +16,361.2% | +10,435.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling