+1,063.5%
SCCO vs FIVN
+118.5%
+945.0%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.5% |
| 7D | -2.7% | -7.8% | +5.2% | -1.8% |
| 30D | -0.7% | -1.7% | +1.0% | -0.7% |
| 3M | +8.1% | +47.2% | -39.1% | +2.6% |
| 6M | +4.1% | +82.7% | -78.6% | -5.0% |
| YTD | +41.1% | +52.9% | -11.8% | +30.8% |
| 1Y | +95.6% | +17.5% | +78.1% | +87.5% |
| 3Y | +179.3% | -55.8% | +235.1% | +194.1% |
| 5Y | +308.3% | -82.3% | +390.6% | +357.0% |
| All | +1,063.5% | +118.5% | +945.0% | +1,014.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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