+16.4%
APA vs SCCO
+178.0%
-161.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.2% | +6.5% | +0.6% |
| 7D | +0.8% | -2.7% | +3.5% | +1.2% |
| 30D | +9.6% | -0.2% | +9.8% | +9.3% |
| 3M | +18.0% | +17.8% | +0.2% | +13.0% |
| 6M | +41.9% | +2.3% | +39.6% | +38.9% |
| YTD | +86.3% | +41.6% | +44.7% | +56.0% |
| 1Y | +97.9% | +101.9% | -4.0% | +39.8% |
| All | +16.4% | +178.0% | -161.6% | -31.6% |
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