+957.1%
WDC vs SCCO
+313.8%
+643.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -7.2% | +2.8% | -0.5% |
| 7D | +4.4% | -2.7% | +7.1% | +5.9% |
| 30D | +5.3% | -0.2% | +5.5% | +4.3% |
| 3M | -5.9% | +17.8% | -23.7% | -14.2% |
| 6M | +73.2% | +2.3% | +71.0% | +69.1% |
| YTD | +167.8% | +41.6% | +126.2% | +123.1% |
| 1Y | +386.0% | +101.9% | +284.1% | +242.8% |
| 3Y | +1,309.7% | +186.2% | +1,123.5% | +716.0% |
| 5Y | +957.1% | +309.7% | +647.4% | +373.6% |
| All | +957.1% | +313.8% | +643.3% | +373.6% |
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