+153.3%
SCCO vs ADVB
-89.4%
+242.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.3% | +5.7% | +0.3% |
| 7D | +2.4% | -13.0% | +15.4% | +2.5% |
| 30D | +6.4% | +7.5% | -1.0% | +6.4% |
| 3M | +21.6% | +129.1% | -107.5% | +19.0% |
| 6M | +13.4% | +71.7% | -58.3% | +10.7% |
| YTD | +52.6% | +45.5% | +7.1% | +49.4% |
| 1Y | +122.4% | -2.7% | +125.1% | +118.2% |
| All | +153.3% | -89.4% | +242.7% | +199.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ADVB 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling