+34,177.5%
SCCO vs AEE
+818.5%
+33,359.0%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.8% | +0.6% |
| 7D | +2.4% | +1.1% | +1.4% | +1.9% |
| 30D | +6.4% | 0.0% | +6.4% | +6.2% |
| 3M | +21.6% | -0.9% | +22.5% | +21.3% |
| 6M | +13.4% | -2.4% | +15.8% | +13.7% |
| YTD | +52.6% | +8.6% | +44.0% | +44.7% |
| 1Y | +122.4% | +10.2% | +112.2% | +108.8% |
| 3Y | +208.5% | +47.8% | +160.6% | +141.6% |
| 5Y | +353.9% | +40.1% | +313.8% | +258.5% |
| 10Y | +1,187.3% | +195.0% | +992.2% | +487.0% |
| All | +34,177.5% | +818.5% | +33,359.0% | +8,484.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling