+177.1%
SCCO vs EXR
+53.2%
+123.9%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.3% |
| 7D | +1.7% | -1.2% | +2.9% | +2.2% |
| 30D | -18.1% | +18.3% | -36.4% | -22.8% |
| 3M | -12.8% | +9.1% | -21.9% | -15.5% |
| 6M | -8.5% | +11.7% | -20.2% | -12.6% |
| YTD | +23.9% | +25.7% | -1.8% | +13.3% |
| 1Y | +30.0% | +24.9% | +5.1% | +19.1% |
| All | +177.1% | +53.2% | +123.9% | +105.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling