+33,174.6%
SCCO vs AEIS
+3,085.5%
+30,089.0%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.8% | +2.1% | +4.4% |
| 7D | +3.4% | +8.1% | -4.7% | +1.8% |
| 30D | +6.6% | -11.1% | +17.8% | +8.9% |
| 3M | +24.5% | -5.6% | +30.1% | +24.9% |
| 6M | +16.5% | -0.6% | +17.1% | +15.3% |
| YTD | +52.1% | +38.0% | +14.1% | +41.0% |
| 1Y | +114.2% | +87.2% | +26.9% | +86.4% |
| 3Y | +207.4% | +179.7% | +27.7% | +144.1% |
| 5Y | +353.7% | +241.7% | +112.0% | +242.3% |
| 10Y | +1,144.5% | +547.2% | +597.3% | +703.1% |
| All | +33,174.6% | +3,085.5% | +30,089.0% | +14,913.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling