+2.6%
HAL vs SCCO
+1,104.1%
-1,101.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -3.3% | -2.7% | -0.7% | -2.2% |
| 30D | +8.2% | -0.7% | +8.9% | +7.5% |
| 3M | -9.4% | +8.1% | -17.5% | -15.5% |
| 6M | +0.6% | +4.1% | -3.5% | -7.5% |
| YTD | +28.6% | +41.1% | -12.6% | -5.0% |
| 1Y | +63.9% | +95.6% | -31.7% | -3.5% |
| 3Y | -7.1% | +179.3% | -186.4% | -60.9% |
| 5Y | +102.3% | +308.3% | -206.0% | -39.0% |
| All | +2.6% | +1,104.1% | -1,101.5% | -84.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling