+30,874.0%
SCCO vs SONY
+347.4%
+30,526.5%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.3% | -7.6% | -7.4% |
| 7D | -2.7% | -5.8% | +3.1% | -0.4% |
| 30D | -0.2% | -0.4% | +0.2% | -0.4% |
| 3M | +17.8% | +13.3% | +4.5% | +10.6% |
| 6M | +2.3% | +8.5% | -6.2% | -2.1% |
| YTD | +41.6% | -8.1% | +49.7% | +45.0% |
| 1Y | +101.9% | -17.9% | +119.8% | +115.8% |
| 3Y | +186.2% | +41.4% | +144.7% | +139.4% |
| 5Y | +309.7% | +9.3% | +300.4% | +274.7% |
| 10Y | +1,094.2% | +283.0% | +811.2% | +538.2% |
| All | +30,874.0% | +347.4% | +30,526.5% | +11,146.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling