+75.6%
HST vs SCCO
+43.0%
+32.7%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.9% | -0.7% | +1.0% |
| 7D | +3.3% | -7.9% | +11.2% | +4.5% |
| 30D | +16.4% | -13.0% | +29.4% | +18.5% |
| 3M | +5.5% | -6.9% | +12.3% | +6.2% |
| 6M | +31.1% | +11.0% | +20.2% | +27.9% |
| YTD | +55.9% | +30.3% | +25.7% | +39.0% |
| 1Y | +75.6% | +45.0% | +30.6% | +48.7% |
| All | +75.6% | +43.0% | +32.7% | +48.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling