+651.5%
ADI vs SCCO
+1,104.1%
-452.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.3% | +5.2% | +5.0% |
| 7D | +4.6% | -2.7% | +7.2% | +5.5% |
| 30D | -1.2% | -0.7% | -0.5% | -1.4% |
| 3M | -7.8% | +8.1% | -15.9% | -11.3% |
| 6M | +19.3% | +4.1% | +15.2% | +15.3% |
| YTD | +40.9% | +41.1% | -0.2% | +17.8% |
| 1Y | +54.5% | +95.6% | -41.1% | +12.0% |
| 3Y | +123.4% | +179.3% | -55.8% | +34.3% |
| 5Y | +142.3% | +308.3% | -166.0% | +18.8% |
| All | +651.5% | +1,104.1% | -452.6% | +149.8% |
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 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