+310.9%
SCCO vs ITUB
+186.2%
+124.7%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.5% |
| 7D | -2.7% | +2.2% | -4.9% | -3.7% |
| 30D | -0.7% | +12.6% | -13.3% | -5.8% |
| 3M | +8.1% | +6.4% | +1.7% | +4.9% |
| 6M | +4.1% | +0.6% | +3.5% | +3.7% |
| YTD | +41.1% | +18.8% | +22.3% | +32.8% |
| 1Y | +95.6% | +31.0% | +64.5% | +77.3% |
| 3Y | +179.3% | +118.1% | +61.2% | +110.1% |
| All | +310.9% | +186.2% | +124.7% | +177.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling