+1,187.3%
SCCO vs ALLE
+146.0%
+1,041.3%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.1% | +1.8% |
| 7D | +2.4% | -2.2% | +4.6% | +3.5% |
| 30D | +6.4% | -8.3% | +14.7% | +11.2% |
| 3M | +21.6% | +16.3% | +5.3% | +10.9% |
| 6M | +13.4% | +1.8% | +11.6% | +11.3% |
| YTD | +52.6% | -3.9% | +56.6% | +53.8% |
| 1Y | +122.4% | -10.0% | +132.4% | +131.5% |
| 3Y | +208.5% | +45.8% | +162.6% | +144.2% |
| 5Y | +353.9% | +13.3% | +340.6% | +302.3% |
| 10Y | +1,187.3% | +155.3% | +1,032.0% | +657.7% |
| All | +1,187.3% | +146.0% | +1,041.3% | +657.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ALLE 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling