+145.0%
WFC vs SCCO
+1,104.1%
-959.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.3% | +1.1% |
| 7D | +0.4% | -2.7% | +3.0% | +1.0% |
| 30D | +1.5% | -0.7% | +2.2% | +1.1% |
| 3M | +10.2% | +8.1% | +2.1% | +5.7% |
| 6M | +18.8% | +4.1% | +14.7% | +13.6% |
| YTD | -1.5% | +41.1% | -42.7% | -17.7% |
| 1Y | +13.5% | +95.6% | -82.0% | -17.3% |
| 3Y | +135.0% | +179.3% | -44.3% | +38.6% |
| 5Y | +130.1% | +308.3% | -178.2% | +8.2% |
| All | +145.0% | +1,104.1% | -959.1% | -36.4% |
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