+811.7%
XLB vs SCCO
+48,460.9%
-47,649.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.9% | -5.9% | -2.7% |
| 7D | -0.2% | +3.4% | -3.7% | -1.5% |
| 30D | -1.7% | +6.6% | -8.4% | -4.3% |
| 3M | +4.4% | +24.5% | -20.1% | -4.6% |
| 6M | +5.0% | +16.5% | -11.5% | -2.9% |
| YTD | +15.5% | +52.1% | -36.6% | -4.6% |
| 1Y | +14.9% | +114.2% | -99.2% | -17.0% |
| 3Y | +34.5% | +207.4% | -172.9% | -18.4% |
| 5Y | +36.5% | +353.7% | -317.2% | -30.7% |
| 10Y | +159.6% | +1,144.5% | -984.9% | -14.2% |
| All | +811.7% | +48,460.9% | -47,649.2% | +5.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling