+3,240.5%
SCCO vs WU
-22.3%
+3,262.8%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.8% |
| 7D | +2.4% | -4.9% | +7.4% | +5.2% |
| 30D | +6.4% | -1.3% | +7.7% | +6.7% |
| 3M | +21.6% | -3.6% | +25.1% | +20.3% |
| 6M | +13.4% | -24.3% | +37.7% | +28.0% |
| YTD | +52.6% | -21.1% | +73.7% | +66.4% |
| 1Y | +122.4% | -10.3% | +132.7% | +122.7% |
| 3Y | +208.5% | -28.4% | +236.8% | +238.7% |
| 5Y | +353.9% | -51.2% | +405.1% | +500.1% |
| 10Y | +1,187.3% | -39.6% | +1,226.9% | +1,282.5% |
| All | +3,240.5% | -22.3% | +3,262.8% | +2,579.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling