+1,063.5%
SCCO vs ITUB
+220.1%
+843.4%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.5% |
| 7D | -2.7% | +2.2% | -4.9% | -3.5% |
| 30D | -0.7% | +12.6% | -13.3% | -5.2% |
| 3M | +8.1% | +6.4% | +1.7% | +5.3% |
| 6M | +4.1% | +0.6% | +3.5% | +3.9% |
| YTD | +41.1% | +18.8% | +22.3% | +33.1% |
| 1Y | +95.6% | +31.0% | +64.5% | +77.9% |
| 3Y | +179.3% | +118.1% | +61.2% | +109.9% |
| 5Y | +308.3% | +193.0% | +115.3% | +168.3% |
| All | +1,063.5% | +220.1% | +843.4% | +634.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 ITUB 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