+48.1%
APA vs SCCO
+169.0%
-121.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.5% | +4.1% | +2.0% |
| 7D | +8.5% | -1.9% | +10.4% | +8.8% |
| 30D | +2.8% | -17.4% | +20.2% | +5.7% |
| 3M | +21.7% | -11.7% | +33.4% | +23.1% |
| 6M | +32.6% | -12.1% | +44.7% | +33.2% |
| YTD | +103.7% | +20.9% | +82.8% | +73.9% |
| 1Y | +101.8% | +31.3% | +70.5% | +65.9% |
| 3Y | +48.1% | +170.3% | -122.3% | -16.8% |
| All | +48.1% | +169.0% | -121.0% | -16.8% |
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 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