+310.9%
SCCO vs WU
-51.3%
+362.2%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.5% |
| 7D | -2.7% | -3.5% | +0.8% | -1.8% |
| 30D | -0.7% | -2.9% | +2.2% | -0.1% |
| 3M | +8.1% | -2.3% | +10.3% | +6.9% |
| 6M | +4.1% | -25.4% | +29.5% | +11.6% |
| YTD | +41.1% | -21.2% | +62.3% | +47.9% |
| 1Y | +95.6% | -8.9% | +104.4% | +94.1% |
| 3Y | +179.3% | -29.0% | +208.2% | +195.2% |
| All | +310.9% | -51.3% | +362.2% | +406.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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