+1,063.5%
SCCO vs NVMI
+3,158.6%
-2,095.1%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.9% |
| 7D | -2.7% | -0.1% | -2.6% | -2.6% |
| 30D | -0.7% | -8.4% | +7.7% | +2.1% |
| 3M | +8.1% | -33.6% | +41.6% | +22.8% |
| 6M | +4.1% | -14.7% | +18.8% | +8.1% |
| YTD | +41.1% | +13.2% | +27.9% | +33.9% |
| 1Y | +95.6% | +29.0% | +66.5% | +77.1% |
| 3Y | +179.3% | +215.0% | -35.7% | +76.5% |
| 5Y | +308.3% | +268.6% | +39.7% | +132.0% |
| All | +1,063.5% | +3,158.6% | -2,095.1% | +273.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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