+13.5%
TRMB vs SCCO
+177.0%
-163.5%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.8% | +1.5% |
| 7D | -3.0% | -2.7% | -0.4% | -2.7% |
| 30D | +2.3% | -0.7% | +3.0% | +2.2% |
| 3M | +15.3% | +8.1% | +7.2% | +12.9% |
| 6M | -14.7% | +4.1% | -18.8% | -16.5% |
| YTD | -26.4% | +41.1% | -67.5% | -35.1% |
| 1Y | -30.4% | +95.6% | -126.0% | -44.5% |
| 3Y | +13.5% | +179.3% | -165.7% | -20.5% |
| All | +13.5% | +177.0% | -163.5% | -20.5% |
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