+3,552.3%
ASX vs SCCO
+27,344.3%
-23,792.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -0.7% | -5.3% | +4.5% | +1.2% |
| 30D | +2.0% | +2.7% | -0.7% | +0.6% |
| 3M | -1.3% | +4.2% | -5.5% | -2.8% |
| 6M | +71.4% | -0.6% | +72.1% | +71.3% |
| YTD | +135.3% | +45.0% | +90.4% | +102.8% |
| 1Y | +267.5% | +109.3% | +158.2% | +176.0% |
| 3Y | +388.5% | +180.8% | +207.7% | +222.2% |
| 5Y | +417.1% | +314.3% | +102.8% | +189.3% |
| 10Y | +872.7% | +1,083.3% | -210.6% | +255.4% |
| All | +3,552.3% | +27,344.3% | -23,792.0% | +244.5% |
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