+162.1%
EQX vs SCCO
+177.0%
-14.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +2.0% | +1.8% |
| 7D | -3.2% | -2.7% | -0.5% | -1.8% |
| 30D | +7.8% | -0.7% | +8.5% | +8.0% |
| 3M | +21.3% | +8.1% | +13.2% | +15.4% |
| 6M | -22.4% | +4.1% | -26.5% | -25.1% |
| YTD | -11.3% | +41.1% | -52.4% | -27.9% |
| 1Y | +13.5% | +95.6% | -82.0% | -22.9% |
| 3Y | +162.1% | +179.3% | -17.1% | +44.5% |
| All | +162.1% | +177.0% | -14.9% | +44.5% |
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 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