+1,063.5%
SCCO vs IBN
+324.2%
+739.3%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -1.0% |
| 7D | -2.7% | -3.0% | +0.4% | -1.6% |
| 30D | -0.7% | -1.5% | +0.8% | -0.2% |
| 3M | +8.1% | +7.9% | +0.2% | +5.0% |
| 6M | +4.1% | +8.6% | -4.5% | +1.2% |
| YTD | +41.1% | -0.6% | +41.7% | +41.1% |
| 1Y | +95.6% | -7.3% | +102.9% | +99.5% |
| 3Y | +179.3% | +26.2% | +153.0% | +153.3% |
| 5Y | +308.3% | +57.8% | +250.5% | +238.7% |
| All | +1,063.5% | +324.2% | +739.3% | +604.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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