+113.2%
WDC vs SCCO
+43.0%
+70.2%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.9% | -8.7% | -8.2% |
| 7D | -18.3% | -7.9% | -10.4% | -13.4% |
| 30D | -26.7% | -13.0% | -13.7% | -19.0% |
| 3M | -40.9% | -6.9% | -34.1% | -39.3% |
| 6M | -26.8% | +11.0% | -37.7% | -34.0% |
| YTD | +88.2% | +30.3% | +57.9% | +27.2% |
| 1Y | +113.2% | +45.0% | +68.2% | +25.9% |
| All | +113.2% | +43.0% | +70.2% | +25.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling