+7,918.5%
SCCO vs EXR
+3,081.1%
+4,837.4%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.6% | -2.5% |
| 7D | -1.9% | -0.4% | -1.5% | -1.7% |
| 30D | -17.4% | +18.2% | -35.6% | -23.9% |
| 3M | -11.7% | +7.3% | -19.0% | -14.9% |
| 6M | -12.1% | +13.8% | -25.9% | -18.1% |
| YTD | +20.9% | +25.9% | -5.1% | +7.4% |
| 1Y | +31.3% | +25.8% | +5.5% | +16.8% |
| 3Y | +170.3% | +53.7% | +116.6% | +111.3% |
| 5Y | +240.8% | -1.8% | +242.6% | +217.1% |
| 10Y | +683.6% | +214.5% | +469.1% | +262.0% |
| All | +7,918.5% | +3,081.1% | +4,837.4% | +760.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling