+253.4%
AG vs SCCO
+177.0%
+76.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.6% |
| 7D | -6.7% | -2.7% | -4.1% | -4.9% |
| 30D | +2.2% | -0.7% | +2.9% | +1.9% |
| 3M | +15.7% | +8.1% | +7.6% | +7.4% |
| 6M | -23.8% | +4.1% | -27.9% | -26.7% |
| YTD | +17.6% | +41.1% | -23.5% | -11.7% |
| 1Y | +88.6% | +95.6% | -6.9% | +8.9% |
| 3Y | +253.4% | +179.3% | +74.2% | +59.0% |
| All | +253.4% | +177.0% | +76.4% | +59.0% |
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