+1,063.5%
SCCO vs AEIS
+562.2%
+501.3%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.9% | -5.3% | -2.2% |
| 7D | -2.7% | +2.3% | -4.9% | -3.4% |
| 30D | -0.7% | -14.8% | +14.1% | +4.9% |
| 3M | +8.1% | -15.6% | +23.7% | +12.7% |
| 6M | +4.1% | -8.7% | +12.8% | +4.5% |
| YTD | +41.1% | +37.3% | +3.8% | +21.2% |
| 1Y | +95.6% | +80.3% | +15.2% | +50.7% |
| 3Y | +179.3% | +177.9% | +1.3% | +76.7% |
| 5Y | +308.3% | +235.8% | +72.5% | +133.3% |
| All | +1,063.5% | +562.2% | +501.3% | +398.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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