+3,433.5%
ASX vs SCCO
+23,358.3%
-19,924.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.5% | -1.5% | -3.1% |
| 7D | +22.1% | +1.7% | +20.4% | +21.4% |
| 30D | -23.8% | -18.1% | -5.7% | -16.9% |
| 3M | -7.6% | -12.8% | +5.2% | -1.8% |
| 6M | +6.9% | -8.5% | +15.4% | +12.3% |
| YTD | +127.7% | +23.9% | +103.8% | +110.7% |
| 1Y | +144.5% | +30.0% | +114.6% | +122.1% |
| 3Y | +377.8% | +175.2% | +202.6% | +222.4% |
| 5Y | +498.2% | +249.4% | +248.9% | +261.8% |
| 10Y | +962.7% | +703.4% | +259.3% | +354.0% |
| All | +3,433.5% | +23,358.3% | -19,924.8% | +257.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling