+1,063.5%
SCCO vs KMX
+11.6%
+1,051.9%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.7% | -0.7% |
| 7D | -2.7% | -3.1% | +0.5% | -1.9% |
| 30D | -0.7% | +4.4% | -5.2% | -2.1% |
| 3M | +8.1% | +18.9% | -10.8% | +2.2% |
| 6M | +4.1% | +44.3% | -40.2% | -7.5% |
| YTD | +41.1% | +58.7% | -17.6% | +21.1% |
| 1Y | +95.6% | +0.1% | +95.4% | +88.0% |
| 3Y | +179.3% | -24.4% | +203.7% | +183.5% |
| 5Y | +308.3% | -54.4% | +362.7% | +363.4% |
| All | +1,063.5% | +11.6% | +1,051.9% | +758.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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