+146.5%
ASX vs SCCO
+43.0%
+103.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.9% | -5.9% | -5.1% |
| 7D | -14.6% | -7.9% | -6.7% | -10.1% |
| 30D | -21.1% | -13.0% | -8.1% | -13.9% |
| 3M | -3.1% | -6.9% | +3.8% | +1.2% |
| 6M | +17.4% | +11.0% | +6.4% | +14.2% |
| YTD | +135.3% | +30.3% | +105.1% | +104.8% |
| 1Y | +146.5% | +45.0% | +101.5% | +100.7% |
| All | +146.5% | +43.0% | +103.5% | +100.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling