+35,202.6%
SCCO vs IBN
+1,463.9%
+33,738.7%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.1% | +0.9% |
| 7D | +2.4% | -5.1% | +7.5% | +4.2% |
| 30D | +6.4% | -3.5% | +9.9% | +7.6% |
| 3M | +21.6% | +11.3% | +10.3% | +17.2% |
| 6M | +13.4% | +4.4% | +9.0% | +12.0% |
| YTD | +52.6% | -1.8% | +54.4% | +53.5% |
| 1Y | +122.4% | -8.0% | +130.4% | +127.5% |
| 3Y | +208.5% | +27.1% | +181.4% | +181.9% |
| 5Y | +353.9% | +54.5% | +299.4% | +284.8% |
| 10Y | +1,187.3% | +314.2% | +873.0% | +640.0% |
| All | +35,202.6% | +1,463.9% | +33,738.7% | +13,192.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling