+52.0%
V vs SCCO
+199.6%
-147.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.7% | -0.4% |
| 7D | -2.9% | +2.4% | -5.4% | -3.0% |
| 30D | +1.9% | +6.4% | -4.5% | +1.5% |
| 3M | +13.2% | +21.6% | -8.3% | +12.0% |
| 6M | +16.7% | +13.4% | +3.3% | +15.6% |
| YTD | +5.4% | +52.6% | -47.2% | +1.3% |
| 1Y | +7.7% | +122.4% | -114.7% | -0.4% |
| All | +52.0% | +199.6% | -147.6% | +33.7% |
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