+661.8%
SCCO vs NIO
-38.3%
+700.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +0.6% |
| 7D | +2.4% | -4.1% | +6.6% | +3.0% |
| 30D | +6.4% | -23.2% | +29.6% | +10.2% |
| 3M | +21.6% | -29.9% | +51.5% | +27.2% |
| 6M | +13.4% | -25.1% | +38.5% | +17.2% |
| YTD | +52.6% | -27.5% | +80.1% | +58.1% |
| 1Y | +122.4% | -41.1% | +163.5% | +135.6% |
| 3Y | +208.5% | -63.1% | +271.6% | +230.0% |
| 5Y | +353.9% | -90.4% | +444.3% | +425.5% |
| All | +661.8% | -38.3% | +700.1% | +608.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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