+202.0%
SCCO vs TXT
+5.5%
+196.5%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.1% |
| 7D | +2.4% | +0.8% | +1.6% | +2.0% |
| 30D | +6.4% | -10.4% | +16.8% | +12.5% |
| 3M | +21.6% | -14.3% | +35.9% | +31.2% |
| 6M | +13.4% | -15.1% | +28.5% | +22.9% |
| YTD | +52.6% | -8.3% | +60.9% | +57.8% |
| 1Y | +122.4% | -0.7% | +123.1% | +120.3% |
| All | +202.0% | +5.5% | +196.5% | +165.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 3y: compounded portfolio wealth divided by compounded TXT 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…
3y analysis · Full analysis span regression · 6 months rolling