+76.2%
ACWI vs SCCO
+187.0%
-110.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.2% | -2.6% | +1.5% |
| 7D | +0.3% | -0.9% | +1.2% | +0.5% |
| 30D | -2.8% | -15.0% | +12.2% | +0.3% |
| 3M | -3.2% | -9.1% | +6.0% | -1.7% |
| 6M | +1.3% | -0.9% | +2.1% | +0.3% |
| YTD | +11.2% | +29.7% | -18.4% | +2.3% |
| 1Y | +13.8% | +38.2% | -24.4% | +3.0% |
| 3Y | +76.2% | +191.5% | -115.3% | +33.7% |
| All | +76.2% | +187.0% | -110.8% | +33.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling