+432.2%
HAL vs SCCO
+33,989.4%
-33,557.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | +2.9% | -5.3% | +8.2% | +5.4% |
| 30D | +17.0% | +2.7% | +14.4% | +14.9% |
| 3M | -9.7% | +4.2% | -13.9% | -13.4% |
| 6M | +8.6% | -0.6% | +9.3% | +3.8% |
| YTD | +33.0% | +45.0% | -12.0% | +5.3% |
| 1Y | +68.3% | +109.3% | -41.0% | +11.0% |
| 3Y | +0.1% | +180.8% | -180.7% | -45.0% |
| 5Y | +102.6% | +314.3% | -211.6% | -8.2% |
| 10Y | +3.8% | +1,083.3% | -1,079.5% | -69.5% |
| All | +432.2% | +33,989.4% | -33,557.2% | -17.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling