+31.0%
SWKS vs SCCO
+1,146.4%
-1,115.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.9% | -3.1% | -0.3% |
| 7D | +11.8% | +3.4% | +8.4% | +10.2% |
| 30D | +6.7% | +6.6% | +0.1% | +3.2% |
| 3M | 0.0% | +24.5% | -24.5% | -9.9% |
| 6M | +38.7% | +16.5% | +22.2% | +26.2% |
| YTD | +21.4% | +52.1% | -30.8% | -5.4% |
| 1Y | +2.9% | +114.2% | -111.3% | -32.3% |
| 3Y | -16.4% | +207.4% | -223.8% | -55.8% |
| 5Y | -51.2% | +353.7% | -404.9% | -79.6% |
| 10Y | +31.0% | +1,144.5% | -1,113.5% | -66.1% |
| All | +31.0% | +1,146.4% | -1,115.4% | -66.1% |
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