+33,174.6%
SCCO vs SPY
+2,014.2%
+31,160.4%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.5% | +5.5% | +5.5% |
| 7D | +3.4% | +0.5% | +2.9% | +2.7% |
| 30D | +6.6% | -0.9% | +7.6% | +7.7% |
| 3M | +24.5% | +3.9% | +20.6% | +19.9% |
| 6M | +16.5% | +14.5% | +2.0% | +1.8% |
| YTD | +52.1% | +12.9% | +39.2% | +35.3% |
| 1Y | +114.2% | +19.4% | +94.8% | +80.0% |
| 3Y | +207.4% | +78.5% | +129.0% | +66.8% |
| 5Y | +353.7% | +81.8% | +272.0% | +138.0% |
| 10Y | +1,144.5% | +311.5% | +833.0% | +166.6% |
| All | +33,174.6% | +2,014.2% | +31,160.4% | +2,649.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling