+1,188.5%
WDC vs SCCO
+1,104.1%
+84.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.6% | -2.8% |
| 7D | -4.3% | -2.7% | -1.7% | -2.9% |
| 30D | -1.5% | -0.7% | -0.8% | -2.1% |
| 3M | -15.5% | +8.1% | -23.6% | -19.4% |
| 6M | +66.5% | +4.1% | +62.3% | +61.0% |
| YTD | +159.9% | +41.1% | +118.7% | +113.5% |
| 1Y | +366.0% | +95.6% | +270.4% | +221.7% |
| 3Y | +1,285.8% | +179.3% | +1,106.6% | +652.5% |
| 5Y | +925.6% | +308.3% | +617.3% | +327.0% |
| All | +1,188.5% | +1,104.1% | +84.5% | +225.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling