+1,063.5%
SCCO vs SPY
+322.5%
+741.1%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -1.3% |
| 7D | -2.7% | -0.8% | -1.9% | -1.8% |
| 30D | -0.7% | -1.1% | +0.3% | +0.5% |
| 3M | +8.1% | +3.9% | +4.2% | +3.9% |
| 6M | +4.1% | +13.6% | -9.5% | -8.3% |
| YTD | +41.1% | +12.7% | +28.5% | +25.7% |
| 1Y | +95.6% | +17.5% | +78.0% | +67.2% |
| 3Y | +179.3% | +76.9% | +102.3% | +54.8% |
| 5Y | +308.3% | +83.6% | +224.7% | +115.8% |
| All | +1,063.5% | +322.5% | +741.1% | +134.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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