+172.7%
SLV vs SCCO
+355.0%
-182.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.3% | +1.9% | +2.1% |
| 7D | +2.8% | +2.4% | +0.3% | +1.4% |
| 30D | +2.2% | +6.4% | -4.2% | -1.2% |
| 3M | +2.9% | +21.6% | -18.7% | -7.0% |
| 6M | -22.4% | +13.4% | -35.8% | -27.7% |
| YTD | -5.7% | +52.6% | -58.4% | -20.4% |
| 1Y | +63.3% | +122.4% | -59.1% | +19.7% |
| 3Y | +189.0% | +208.5% | -19.5% | +85.3% |
| 5Y | +172.7% | +353.9% | -181.2% | +46.2% |
| All | +172.7% | +355.0% | -182.3% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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