+25.6%
HAL vs SCCO
+43.0%
-17.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.9% | -5.1% | -3.3% |
| 7D | -7.7% | -7.9% | +0.2% | -7.2% |
| 30D | +0.7% | -13.0% | +13.7% | +1.6% |
| 3M | +2.5% | -6.9% | +9.3% | +2.8% |
| 6M | -20.7% | +11.0% | -31.7% | -21.9% |
| YTD | +18.4% | +30.3% | -11.9% | +3.7% |
| 1Y | +25.6% | +45.0% | -19.4% | +6.4% |
| All | +25.6% | +43.0% | -17.4% | +6.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling