+45.0%
SCCO vs EXR
+28.1%
+16.9%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.1% | -1.1% | +0.8% |
| 7D | -7.9% | +11.3% | -19.1% | -11.6% |
| 30D | -13.0% | +21.2% | -34.2% | -19.5% |
| 3M | -6.9% | +8.7% | -15.6% | -9.4% |
| 6M | +11.0% | +18.2% | -7.2% | +0.7% |
| YTD | +30.3% | +27.9% | +2.3% | +10.7% |
| 1Y | +45.0% | +28.3% | +16.7% | +22.7% |
| All | +45.0% | +28.1% | +16.9% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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