+4,167.1%
SMCI vs SCCO
+1,806.0%
+2,361.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -7.2% | +3.2% | -0.9% |
| 7D | -1.3% | -2.7% | +1.4% | -0.2% |
| 30D | +18.3% | -0.2% | +18.5% | +17.8% |
| 3M | +27.7% | +17.8% | +9.9% | +19.2% |
| 6M | +17.6% | +2.3% | +15.3% | +18.4% |
| YTD | +27.7% | +41.6% | -13.9% | +10.4% |
| 1Y | -14.9% | +101.9% | -116.8% | -36.4% |
| 3Y | +33.2% | +186.2% | -153.0% | -11.8% |
| 5Y | +921.6% | +309.7% | +611.9% | +476.0% |
| 10Y | +1,672.4% | +1,094.2% | +578.2% | +533.2% |
| All | +4,167.1% | +1,806.0% | +2,361.1% | +905.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling