+48,446.0%
SCCO vs PFG
+999.6%
+47,446.4%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.4% | +6.3% | +5.6% |
| 7D | +3.4% | +6.0% | -2.5% | +0.4% |
| 30D | +6.6% | +2.2% | +4.4% | +5.2% |
| 3M | +24.5% | +10.4% | +14.1% | +18.1% |
| 6M | +16.5% | +27.8% | -11.3% | +3.3% |
| YTD | +52.1% | +33.6% | +18.5% | +31.8% |
| 1Y | +114.2% | +49.3% | +64.9% | +76.1% |
| 3Y | +207.4% | +69.7% | +137.7% | +136.9% |
| 5Y | +353.7% | +111.3% | +242.4% | +212.6% |
| 10Y | +1,144.5% | +240.3% | +904.2% | +557.1% |
| All | +48,446.0% | +999.6% | +47,446.4% | +14,281.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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