+352.4%
SCCO vs ALHC
-25.1%
+377.5%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.6% | +5.5% | +5.0% |
| 7D | +3.4% | -1.0% | +4.4% | +3.5% |
| 30D | +6.6% | -6.3% | +12.9% | +7.0% |
| 3M | +24.5% | -12.3% | +36.8% | +24.9% |
| 6M | +16.5% | -27.0% | +43.5% | +17.8% |
| YTD | +52.1% | -31.8% | +84.0% | +54.3% |
| 1Y | +114.2% | -17.0% | +131.2% | +115.0% |
| 3Y | +207.4% | +159.8% | +47.6% | +175.9% |
| All | +352.4% | -25.1% | +377.5% | +302.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 5y: compounded portfolio wealth divided by compounded ALHC 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…
5y analysis · Full analysis span regression · 6 months rolling