+309.7%
SCCO vs WCC
+211.6%
+98.0%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -3.2% | -4.0% | -6.0% |
| 7D | -2.7% | +1.7% | -4.4% | -3.2% |
| 30D | -0.2% | -6.1% | +5.9% | +2.2% |
| 3M | +17.8% | +3.1% | +14.7% | +16.3% |
| 6M | +2.3% | +28.2% | -26.0% | -6.5% |
| YTD | +41.6% | +41.1% | +0.5% | +25.4% |
| 1Y | +101.9% | +61.3% | +40.6% | +70.5% |
| 3Y | +186.2% | +123.6% | +62.5% | +104.9% |
| 5Y | +309.7% | +214.8% | +94.9% | +137.1% |
| All | +309.7% | +211.6% | +98.0% | +137.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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