+378.4%
ASX vs SCCO
+175.8%
+202.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.5% | -1.5% | -2.7% |
| 7D | +22.1% | +1.7% | +20.4% | +21.1% |
| 30D | -23.8% | -18.1% | -5.7% | -14.3% |
| 3M | -7.6% | -12.8% | +5.2% | +0.3% |
| 6M | +6.9% | -8.5% | +15.4% | +13.8% |
| YTD | +127.7% | +23.9% | +103.8% | +107.0% |
| 1Y | +144.5% | +30.0% | +114.6% | +117.2% |
| All | +378.4% | +175.8% | +202.6% | +208.8% |
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