+7.7%
GEHC vs SCCO
+286.0%
-278.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -7.2% | +5.8% | +0.2% |
| 7D | -7.9% | -2.7% | -5.2% | -7.4% |
| 30D | -11.7% | -0.2% | -11.5% | -12.0% |
| 3M | +0.8% | +17.8% | -17.0% | -4.4% |
| 6M | -11.6% | +2.3% | -13.8% | -13.7% |
| YTD | -21.6% | +41.6% | -63.2% | -32.2% |
| 1Y | -15.3% | +101.9% | -117.2% | -35.2% |
| 3Y | -0.5% | +186.2% | -186.7% | -32.2% |
| All | +7.7% | +286.0% | -278.2% | -35.5% |
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 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