+992.0%
ASX vs SCCO
+1,159.3%
-167.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.4% |
| 7D | +11.1% | +2.4% | +8.7% | +10.0% |
| 30D | +9.6% | +6.4% | +3.2% | +6.2% |
| 3M | +18.6% | +21.6% | -2.9% | +8.8% |
| 6M | +92.1% | +13.4% | +78.7% | +81.0% |
| YTD | +158.5% | +52.6% | +105.8% | +111.8% |
| 1Y | +271.9% | +122.4% | +149.5% | +158.9% |
| 3Y | +465.2% | +208.5% | +256.8% | +232.7% |
| 5Y | +479.4% | +353.9% | +125.5% | +180.8% |
| 10Y | +992.0% | +1,187.3% | -195.3% | +268.4% |
| All | +992.0% | +1,159.3% | -167.4% | +268.4% |
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