-52.7%
TEAM vs SCCO
+313.8%
-366.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -7.2% | +8.3% | +2.2% |
| 7D | -7.8% | -2.7% | -5.1% | -7.5% |
| 30D | +16.5% | -0.2% | +16.7% | +16.1% |
| 3M | +96.2% | +17.8% | +78.4% | +88.7% |
| 6M | +130.2% | +2.3% | +127.9% | +125.6% |
| YTD | +10.7% | +41.6% | -30.9% | -4.7% |
| 1Y | +3.0% | +101.9% | -98.9% | -22.2% |
| 3Y | -13.1% | +186.2% | -199.3% | -44.9% |
| 5Y | -52.7% | +309.7% | -362.4% | -72.6% |
| All | -52.7% | +313.8% | -366.5% | -72.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling