-39.6%
ZBRA vs SCCO
+303.5%
-343.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.2% | +2.0% |
| 7D | -3.4% | -2.7% | -0.8% | -2.8% |
| 30D | -7.4% | -0.7% | -6.7% | -7.7% |
| 3M | +57.5% | +8.1% | +49.4% | +52.1% |
| 6M | +64.0% | +4.1% | +59.9% | +58.8% |
| YTD | +44.3% | +41.1% | +3.2% | +21.1% |
| 1Y | +10.9% | +95.6% | -84.7% | -18.8% |
| 3Y | +37.5% | +179.3% | -141.7% | -16.8% |
| All | -39.6% | +303.5% | -343.1% | -68.5% |
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 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