+289.9%
SCCO vs BAM
+78.0%
+212.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.7% |
| 7D | -5.3% | -2.0% | -3.3% | -4.3% |
| 30D | +2.7% | -2.9% | +5.6% | +3.8% |
| 3M | +4.2% | +9.4% | -5.2% | -0.6% |
| 6M | -0.6% | +10.8% | -11.4% | -5.8% |
| YTD | +45.0% | -0.4% | +45.4% | +42.9% |
| 1Y | +109.3% | -10.9% | +120.2% | +117.4% |
| 3Y | +180.8% | +61.3% | +119.5% | +105.4% |
| All | +289.9% | +78.0% | +212.0% | +170.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling