+1,067.4%
SCCO vs EXR
+149.6%
+917.8%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.6% | -7.8% | -7.4% |
| 7D | -2.7% | -3.2% | +0.5% | -1.9% |
| 30D | -0.2% | -6.9% | +6.7% | +1.7% |
| 3M | +17.8% | -7.8% | +25.6% | +20.0% |
| 6M | +2.3% | -4.9% | +7.1% | +3.3% |
| YTD | +41.6% | +7.2% | +34.5% | +38.6% |
| 1Y | +101.9% | -1.5% | +103.4% | +101.7% |
| 3Y | +186.2% | +22.3% | +163.9% | +166.3% |
| 5Y | +309.7% | -10.9% | +320.6% | +306.0% |
| All | +1,067.4% | +149.6% | +917.8% | +856.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling