+623.6%
SCCO vs NIO
-36.7%
+660.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.2% |
| 7D | -5.3% | -13.0% | +7.8% | -3.5% |
| 30D | +2.7% | -18.3% | +20.9% | +5.4% |
| 3M | +4.2% | -33.2% | +37.4% | +9.8% |
| 6M | -0.6% | -21.5% | +20.9% | +2.1% |
| YTD | +45.0% | -25.5% | +70.5% | +49.7% |
| 1Y | +109.3% | -38.0% | +147.3% | +120.3% |
| 3Y | +180.8% | -65.5% | +246.2% | +202.4% |
| 5Y | +314.3% | -90.6% | +404.9% | +379.9% |
| All | +623.6% | -36.7% | +660.2% | +570.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling