-3.7%
APA vs SCCO
+1,104.1%
-1,107.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.8% | +0.6% |
| 7D | +4.6% | -2.7% | +7.2% | +5.9% |
| 30D | +11.9% | -0.7% | +12.6% | +11.1% |
| 3M | +22.5% | +8.1% | +14.4% | +13.8% |
| 6M | +37.5% | +4.1% | +33.4% | +23.0% |
| YTD | +87.2% | +41.1% | +46.0% | +30.9% |
| 1Y | +101.4% | +95.6% | +5.9% | +10.1% |
| 3Y | +16.9% | +179.3% | -162.3% | -54.9% |
| 5Y | +178.4% | +308.3% | -129.9% | -23.7% |
| All | -3.7% | +1,104.1% | -1,107.8% | -87.2% |
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