+39.5%
SCCO vs INVH
+0.2%
+39.3%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.6% | -1.7% | +2.4% |
| 7D | -7.9% | +3.1% | -11.0% | -7.6% |
| 30D | -13.0% | +5.8% | -18.8% | -12.4% |
| 3M | -6.9% | -8.5% | +1.6% | -8.2% |
| 6M | +11.0% | -1.3% | +12.3% | +9.9% |
| YTD | +30.3% | +2.6% | +27.7% | +28.6% |
| All | +39.5% | +0.2% | +39.3% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 1y: compounded portfolio wealth divided by compounded INVH 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…
1y analysis · Full analysis span regression · 6 months rolling