+59.2%
HAL vs SCCO
+243.3%
-184.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.5% | +5.6% | +3.9% |
| 7D | +6.1% | -1.9% | +8.0% | +6.6% |
| 30D | +2.9% | -17.4% | +20.3% | +9.2% |
| 3M | +3.3% | -11.7% | +15.0% | +6.3% |
| 6M | -16.9% | -12.1% | -4.8% | -15.8% |
| YTD | +21.2% | +20.9% | +0.3% | +3.0% |
| 1Y | +27.5% | +31.3% | -3.8% | +4.2% |
| 3Y | -6.4% | +170.3% | -176.8% | -51.9% |
| All | +59.2% | +243.3% | -184.1% | -35.7% |
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