+477.7%
ASX vs SCCO
+339.1%
+138.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.9% | +1.1% | +3.7% |
| 7D | +6.3% | +3.4% | +2.9% | +4.6% |
| 30D | +6.4% | +6.6% | -0.2% | +2.8% |
| 3M | +13.1% | +24.5% | -11.3% | +1.9% |
| 6M | +90.3% | +16.5% | +73.8% | +76.3% |
| YTD | +149.6% | +52.1% | +97.5% | +102.3% |
| 1Y | +249.2% | +114.2% | +135.0% | +142.3% |
| 3Y | +445.9% | +207.4% | +238.5% | +211.7% |
| 5Y | +477.7% | +353.7% | +124.0% | +166.3% |
| All | +477.7% | +339.1% | +138.6% | +166.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling