+155.3%
HBAN vs SCCO
+1,104.1%
-948.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -1.0% | -2.7% | +1.7% | -0.3% |
| 30D | -5.6% | -0.7% | -4.9% | -6.0% |
| 3M | -1.1% | +8.1% | -9.2% | -5.4% |
| 6M | +9.9% | +4.1% | +5.8% | +4.8% |
| YTD | -0.9% | +41.1% | -42.1% | -18.5% |
| 1Y | -1.4% | +95.6% | -97.0% | -30.2% |
| 3Y | +78.2% | +179.3% | -101.0% | +1.2% |
| 5Y | +37.0% | +308.3% | -271.3% | -38.7% |
| All | +155.3% | +1,104.1% | -948.8% | -37.6% |
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