+677.5%
SCCO vs INVH
+75.4%
+602.1%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.3% | -0.3% |
| 7D | -2.7% | -3.0% | +0.3% | -1.5% |
| 30D | -0.7% | -7.5% | +6.8% | +2.1% |
| 3M | +8.1% | -5.5% | +13.6% | +9.9% |
| 6M | +4.1% | +11.7% | -7.6% | -1.2% |
| YTD | +41.1% | +1.3% | +39.8% | +38.7% |
| 1Y | +95.6% | -6.1% | +101.6% | +97.4% |
| 3Y | +179.3% | -9.8% | +189.0% | +183.1% |
| 5Y | +308.3% | -19.7% | +328.0% | +327.7% |
| All | +677.5% | +75.4% | +602.1% | +514.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling