+3,361.5%
ASX vs SCCO
+22,782.3%
-19,420.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.5% | +0.4% | -1.1% |
| 7D | +12.4% | -1.9% | +14.3% | +13.3% |
| 30D | -19.8% | -17.4% | -2.4% | -12.9% |
| 3M | -10.3% | -11.7% | +1.3% | -5.1% |
| 6M | +1.2% | -12.1% | +13.4% | +8.0% |
| YTD | +123.0% | +20.9% | +102.2% | +108.4% |
| 1Y | +145.4% | +31.3% | +114.1% | +122.2% |
| 3Y | +368.6% | +170.3% | +198.3% | +218.5% |
| 5Y | +486.0% | +240.8% | +245.2% | +257.8% |
| 10Y | +941.0% | +683.6% | +257.4% | +349.0% |
| All | +3,361.5% | +22,782.3% | -19,420.9% | +253.9% |
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