+1,063.5%
SCCO vs SBAC
+87.1%
+976.4%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.6% | -0.8% |
| 7D | -2.7% | -2.1% | -0.6% | -2.2% |
| 30D | -0.7% | +2.0% | -2.7% | -1.2% |
| 3M | +8.1% | -8.3% | +16.4% | +9.8% |
| 6M | +4.1% | +0.3% | +3.8% | +2.9% |
| YTD | +41.1% | -2.2% | +43.3% | +40.0% |
| 1Y | +95.6% | -4.6% | +100.2% | +94.9% |
| 3Y | +179.3% | -8.3% | +187.5% | +175.5% |
| 5Y | +308.3% | -42.8% | +351.1% | +352.8% |
| All | +1,063.5% | +87.1% | +976.4% | +1,163.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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