+309.7%
SCCO vs PFGC
+105.5%
+204.2%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -1.3% | -5.9% | -6.8% |
| 7D | -2.7% | -4.8% | +2.1% | -1.2% |
| 30D | -0.2% | -17.2% | +17.0% | +5.8% |
| 3M | +17.8% | -6.3% | +24.1% | +19.6% |
| 6M | +2.3% | +8.8% | -6.6% | -1.2% |
| YTD | +41.6% | +4.9% | +36.7% | +38.5% |
| 1Y | +101.9% | -9.5% | +111.4% | +105.5% |
| 3Y | +186.2% | +59.6% | +126.6% | +142.2% |
| 5Y | +309.7% | +113.5% | +196.2% | +209.0% |
| All | +309.7% | +105.5% | +204.2% | +209.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 5y: compounded portfolio wealth divided by compounded PFGC 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…
5y analysis · Full analysis span regression · 6 months rolling