+355.1%
AEM vs SCCO
+1,104.1%
-749.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.0% |
| 7D | -2.1% | -2.7% | +0.5% | -1.3% |
| 30D | +8.4% | -0.7% | +9.2% | +8.6% |
| 3M | +27.3% | +8.1% | +19.2% | +23.6% |
| 6M | -9.7% | +4.1% | -13.8% | -11.3% |
| YTD | +19.0% | +41.1% | -22.2% | +6.0% |
| 1Y | +31.5% | +95.6% | -64.1% | +6.0% |
| 3Y | +338.7% | +179.3% | +159.4% | +210.6% |
| 5Y | +307.4% | +308.3% | -0.9% | +154.3% |
| All | +355.1% | +1,104.1% | -749.0% | +124.5% |
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 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