+1,009.0%
SCCO vs FIVN
+282.0%
+727.0%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.1% | +0.6% |
| 7D | +2.4% | -9.6% | +12.0% | +3.5% |
| 30D | +6.4% | -11.9% | +18.3% | +7.6% |
| 3M | +21.6% | +40.1% | -18.5% | +16.4% |
| 6M | +13.4% | +68.3% | -54.9% | +5.2% |
| YTD | +52.6% | +51.5% | +1.2% | +42.4% |
| 1Y | +122.4% | +15.1% | +107.2% | +114.1% |
| 3Y | +208.5% | -55.6% | +264.0% | +222.6% |
| 5Y | +353.9% | -82.4% | +436.3% | +402.7% |
| 10Y | +1,187.3% | +114.5% | +1,072.8% | +1,030.1% |
| All | +1,009.0% | +282.0% | +727.0% | +765.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling