+1,120.6%
SCCO vs PFGC
+409.4%
+711.1%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.9% | +6.8% | +5.4% |
| 7D | +3.4% | -2.4% | +5.9% | +4.0% |
| 30D | +6.6% | -15.8% | +22.4% | +11.0% |
| 3M | +24.5% | -0.6% | +25.1% | +24.3% |
| 6M | +16.5% | +10.7% | +5.8% | +13.3% |
| YTD | +52.1% | +7.6% | +44.5% | +49.0% |
| 1Y | +114.2% | -7.8% | +122.0% | +116.9% |
| 3Y | +207.4% | +63.7% | +143.7% | +170.2% |
| 5Y | +353.7% | +112.3% | +241.5% | +269.2% |
| 10Y | +1,144.5% | +286.7% | +857.8% | +771.2% |
| All | +1,120.6% | +409.4% | +711.1% | +722.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling