+45.0%
SCCO vs AEE
+13.9%
+31.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.5% | -0.5% | +2.0% |
| 7D | -7.9% | +4.7% | -12.6% | -7.7% |
| 30D | -13.0% | +13.4% | -26.4% | -12.7% |
| 3M | -6.9% | +4.1% | -10.9% | -6.7% |
| 6M | +11.0% | +2.0% | +8.9% | +11.9% |
| YTD | +30.3% | +15.6% | +14.6% | +26.7% |
| 1Y | +45.0% | +14.1% | +30.9% | +41.1% |
| All | +45.0% | +13.9% | +31.1% | +41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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