+280.6%
WY vs SCCO
+33,197.0%
-32,916.4%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -7.2% | +4.6% | -0.3% |
| 7D | -3.7% | -2.7% | -1.0% | -2.9% |
| 30D | -11.3% | -0.2% | -11.1% | -11.7% |
| 3M | -8.1% | +17.8% | -25.9% | -14.3% |
| 6M | -7.4% | +2.3% | -9.7% | -10.6% |
| YTD | -4.7% | +41.6% | -46.3% | -18.8% |
| 1Y | -9.2% | +101.9% | -111.1% | -32.1% |
| 3Y | -24.7% | +186.2% | -210.9% | -52.3% |
| 5Y | -21.6% | +309.7% | -331.2% | -57.8% |
| 10Y | +6.7% | +1,094.2% | -1,087.6% | -61.2% |
| All | +280.6% | +33,197.0% | -32,916.4% | -41.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling