+105.6%
SCCO vs WSM
+19.9%
+85.8%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.5% | -1.6% |
| 7D | -5.3% | -3.3% | -2.0% | -3.5% |
| 30D | +0.9% | -8.4% | +9.3% | +6.0% |
| 3M | +2.4% | +9.7% | -7.2% | -3.6% |
| 6M | -2.4% | +16.7% | -19.0% | -12.1% |
| YTD | +42.4% | +28.7% | +13.8% | +21.4% |
| 1Y | +105.6% | +13.7% | +92.0% | +77.2% |
| All | +105.6% | +19.9% | +85.8% | +77.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling