+44.6%
SMCI vs SCCO
+177.0%
-132.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.3% | +7.6% | +7.5% |
| 7D | +1.3% | -2.7% | +3.9% | +3.0% |
| 30D | +6.6% | -0.7% | +7.3% | +6.0% |
| 3M | +25.4% | +8.1% | +17.3% | +17.2% |
| 6M | +26.1% | +4.1% | +22.0% | +22.8% |
| YTD | +37.0% | +41.1% | -4.1% | +0.9% |
| 1Y | -8.8% | +95.6% | -104.3% | -48.7% |
| 3Y | +44.6% | +179.3% | -134.7% | -43.3% |
| All | +44.6% | +177.0% | -132.4% | -43.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling