+309.2%
SCCO vs BAM
+71.9%
+237.3%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.4% | +8.3% | +6.6% |
| 7D | +3.4% | -1.6% | +5.0% | +4.1% |
| 30D | +6.6% | -6.0% | +12.6% | +9.4% |
| 3M | +24.5% | +7.3% | +17.1% | +19.6% |
| 6M | +16.5% | +8.2% | +8.3% | +11.6% |
| YTD | +52.1% | -3.8% | +56.0% | +52.3% |
| 1Y | +114.2% | -10.7% | +124.9% | +121.8% |
| 3Y | +207.4% | +55.3% | +152.1% | +128.6% |
| All | +309.2% | +71.9% | +237.3% | +188.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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