+310.9%
SCCO vs SHAK
-22.8%
+333.7%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.2% | -3.5% | -1.0% |
| 7D | -2.7% | -8.3% | +5.6% | -1.0% |
| 30D | -0.7% | -12.6% | +11.9% | +1.9% |
| 3M | +8.1% | +9.1% | -1.0% | +5.7% |
| 6M | +4.1% | -31.2% | +35.4% | +10.3% |
| YTD | +41.1% | -21.6% | +62.7% | +45.4% |
| 1Y | +95.6% | -38.8% | +134.3% | +110.7% |
| 3Y | +179.3% | +0.6% | +178.6% | +162.1% |
| All | +310.9% | -22.8% | +333.7% | +274.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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