+1,063.5%
SCCO vs SONY
+293.1%
+770.5%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -2.0% | -1.1% |
| 7D | -2.7% | -2.7% | 0.0% | -1.6% |
| 30D | -0.7% | +1.5% | -2.2% | -1.8% |
| 3M | +8.1% | +13.0% | -4.9% | +0.8% |
| 6M | +4.1% | +11.2% | -7.1% | -2.0% |
| YTD | +41.1% | -6.6% | +47.8% | +43.8% |
| 1Y | +95.6% | -18.1% | +113.7% | +110.7% |
| 3Y | +179.3% | +42.1% | +137.2% | +127.3% |
| 5Y | +308.3% | +11.0% | +297.3% | +262.8% |
| All | +1,063.5% | +293.1% | +770.5% | +585.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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