+56.5%
TEL vs SCCO
+303.5%
-247.0%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.9% | +3.7% |
| 7D | +1.6% | -2.7% | +4.2% | +2.3% |
| 30D | -0.7% | -0.7% | +0.1% | -1.0% |
| 3M | +2.4% | +8.1% | -5.7% | -1.2% |
| 6M | +4.1% | +4.1% | 0.0% | +0.8% |
| YTD | -5.8% | +41.1% | -47.0% | -18.6% |
| 1Y | +0.9% | +95.6% | -94.7% | -22.1% |
| 3Y | +72.6% | +179.3% | -106.7% | +12.7% |
| All | +56.5% | +303.5% | -247.0% | -15.2% |
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