+111.9%
HAL vs SCCO
+355.0%
-243.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | -1.3% | +2.4% | -3.8% | -2.2% |
| 30D | +10.9% | +6.4% | +4.5% | +7.9% |
| 3M | -5.8% | +21.6% | -27.4% | -13.8% |
| 6M | +8.1% | +13.4% | -5.3% | -0.2% |
| YTD | +33.2% | +52.6% | -19.4% | +5.1% |
| 1Y | +74.2% | +122.4% | -48.2% | +13.0% |
| 3Y | -3.7% | +208.5% | -212.1% | -51.4% |
| 5Y | +111.9% | +353.9% | -242.0% | -19.7% |
| All | +111.9% | +355.0% | -243.1% | -19.7% |
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