+1,871.9%
SCCO vs UUUU
-92.5%
+1,964.3%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -6.3% | -0.9% | -6.4% |
| 7D | -2.7% | -5.0% | +2.3% | -2.0% |
| 30D | -0.2% | -7.8% | +7.6% | +0.9% |
| 3M | +17.8% | -0.4% | +18.2% | +17.6% |
| 6M | +2.3% | -32.9% | +35.1% | +7.3% |
| YTD | +41.6% | -6.3% | +47.9% | +41.4% |
| 1Y | +101.9% | +7.9% | +94.0% | +94.7% |
| 3Y | +186.2% | +85.2% | +101.0% | +146.6% |
| 5Y | +309.7% | +97.0% | +212.7% | +236.6% |
| 10Y | +1,094.2% | +492.6% | +601.6% | +664.5% |
| All | +1,871.9% | -92.5% | +1,964.3% | +1,239.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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