+179.3%
SCCO vs ITUB
+120.9%
+58.4%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.5% |
| 7D | -2.7% | +2.2% | -4.9% | -3.9% |
| 30D | -0.7% | +12.6% | -13.3% | -7.3% |
| 3M | +8.1% | +6.4% | +1.7% | +3.9% |
| 6M | +4.1% | +0.6% | +3.5% | +3.3% |
| YTD | +41.1% | +18.8% | +22.3% | +31.1% |
| 1Y | +95.6% | +31.0% | +64.5% | +73.5% |
| 3Y | +179.3% | +118.1% | +61.2% | +92.5% |
| All | +179.3% | +120.9% | +58.4% | +92.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling