-21.9%
AS vs SCCO
+109.6%
-131.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +3.7% |
| 7D | -4.9% | -5.3% | +0.4% | -3.7% |
| 30D | -19.6% | +2.7% | -22.3% | -20.3% |
| 3M | -14.4% | +4.2% | -18.6% | -15.8% |
| 6M | -20.1% | -0.6% | -19.5% | -23.4% |
| YTD | -20.9% | +45.0% | -65.9% | -26.9% |
| 1Y | -21.9% | +109.3% | -131.2% | -28.8% |
| All | -21.9% | +109.6% | -131.5% | -28.8% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling