+353.9%
SCCO vs EXR
-13.9%
+367.8%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.5% | +2.9% | +1.2% |
| 7D | +2.4% | -3.1% | +5.5% | +3.5% |
| 30D | +6.4% | -7.5% | +13.9% | +9.1% |
| 3M | +21.6% | -7.5% | +29.1% | +24.1% |
| 6M | +13.4% | -5.2% | +18.6% | +14.9% |
| YTD | +52.6% | +6.5% | +46.1% | +49.0% |
| 1Y | +122.4% | -2.0% | +124.4% | +122.2% |
| 3Y | +208.5% | +21.5% | +186.9% | +182.2% |
| 5Y | +353.9% | -11.5% | +365.4% | +337.6% |
| All | +353.9% | -13.9% | +367.8% | +337.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling