+250.2%
SCCO vs SBAC
-39.6%
+289.8%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -3.9% | -2.7% |
| 7D | -1.9% | +0.6% | -2.5% | -2.0% |
| 30D | -17.4% | +5.5% | -22.9% | -18.2% |
| 3M | -11.7% | +3.1% | -14.7% | -12.2% |
| 6M | -12.1% | -7.0% | -5.1% | -11.4% |
| YTD | +20.9% | +0.5% | +20.4% | +19.7% |
| 1Y | +31.3% | +0.2% | +31.1% | +30.1% |
| 3Y | +170.3% | -7.4% | +177.7% | +167.7% |
| All | +250.2% | -39.6% | +289.8% | +276.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling