+1,188.4%
SCCO vs SFM
+108.9%
+1,079.6%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | SFM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.9% | +4.3% | +0.8% |
| 7D | +2.4% | -7.2% | +9.6% | +3.2% |
| 30D | +6.4% | -14.3% | +20.7% | +8.1% |
| 3M | +21.6% | -13.7% | +35.3% | +23.1% |
| 6M | +13.4% | -6.0% | +19.4% | +13.0% |
| YTD | +52.6% | -8.2% | +60.9% | +52.1% |
| 1Y | +122.4% | -46.2% | +168.6% | +136.6% |
| 3Y | +208.5% | +83.6% | +124.9% | +170.6% |
| 5Y | +353.9% | +212.7% | +141.2% | +257.4% |
| 10Y | +1,187.3% | +273.0% | +914.2% | +825.0% |
| All | +1,188.4% | +108.9% | +1,079.6% | +903.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SFM.
Daily Out/Under-Performance
Portfolio return minus SFM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SFM 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded SFM 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling