+353.9%
SCCO vs STLA
-63.2%
+417.1%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +1.0% |
| 7D | +2.4% | +0.4% | +2.1% | +2.1% |
| 30D | +6.4% | -5.2% | +11.6% | +8.1% |
| 3M | +21.6% | -24.9% | +46.4% | +33.9% |
| 6M | +13.4% | -25.2% | +38.6% | +25.4% |
| YTD | +52.6% | -51.4% | +104.1% | +91.1% |
| 1Y | +122.4% | -40.7% | +163.1% | +154.3% |
| 3Y | +208.5% | -66.3% | +274.7% | +320.4% |
| 5Y | +353.9% | -63.2% | +417.1% | +471.2% |
| All | +353.9% | -63.2% | +417.1% | +471.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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