+226.8%
SOXX vs SCCO
+177.0%
+49.7%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.0% |
| 7D | +1.4% | -2.7% | +4.0% | +2.6% |
| 30D | -3.6% | -0.7% | -2.9% | -3.9% |
| 3M | -10.2% | +8.1% | -18.2% | -14.2% |
| 6M | +54.2% | +4.1% | +50.1% | +49.1% |
| YTD | +75.2% | +41.1% | +34.1% | +43.2% |
| 1Y | +107.5% | +95.6% | +11.9% | +44.2% |
| 3Y | +226.8% | +179.3% | +47.5% | +92.0% |
| All | +226.8% | +177.0% | +49.7% | +92.0% |
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