+30,874.0%
SCCO vs WSM
+15,596.2%
+15,277.8%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -1.7% | -5.6% | -6.8% |
| 7D | -2.7% | +0.4% | -3.1% | -2.8% |
| 30D | -0.2% | -10.7% | +10.5% | +2.5% |
| 3M | +17.8% | +8.5% | +9.3% | +15.4% |
| 6M | +2.3% | +19.6% | -17.4% | -1.8% |
| YTD | +41.6% | +26.6% | +15.0% | +34.1% |
| 1Y | +101.9% | +12.0% | +89.9% | +96.3% |
| 3Y | +186.2% | +226.6% | -40.5% | +112.1% |
| 5Y | +309.7% | +174.1% | +135.5% | +204.8% |
| 10Y | +1,094.2% | +1,052.9% | +41.3% | +505.2% |
| All | +30,874.0% | +15,596.2% | +15,277.8% | +10,059.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling