+0.8%
SWK vs SCCO
+1,146.4%
-1,145.7%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +4.9% | -7.7% | -5.1% |
| 7D | +0.1% | +3.4% | -3.3% | -1.6% |
| 30D | -8.9% | +6.6% | -15.5% | -12.1% |
| 3M | +20.5% | +24.5% | -4.0% | +7.4% |
| 6M | +27.1% | +16.5% | +10.6% | +15.1% |
| YTD | +30.2% | +52.1% | -21.9% | +0.5% |
| 1Y | +24.8% | +114.2% | -89.4% | -19.9% |
| 3Y | +16.3% | +207.4% | -191.1% | -40.6% |
| 5Y | -40.1% | +353.7% | -393.9% | -76.7% |
| 10Y | +0.8% | +1,144.5% | -1,143.7% | -78.9% |
| All | +0.8% | +1,146.4% | -1,145.7% | -78.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling