+30.5%
SCCO vs EQH
+12.7%
+17.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -5.7% | -0.8% | -5.1% |
| 7D | -12.9% | -3.1% | -9.8% | -12.1% |
| 30D | -18.2% | -2.9% | -15.3% | -17.6% |
| 3M | -13.7% | +3.1% | -16.9% | -14.6% |
| 6M | +0.9% | +21.8% | -20.9% | -4.9% |
| YTD | +21.8% | +13.3% | +8.5% | +12.9% |
| 1Y | +30.5% | +20.1% | +10.3% | +17.1% |
| All | +30.5% | +12.7% | +17.7% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 1y: compounded portfolio wealth divided by compounded EQH 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…
1y analysis · Full analysis span regression · 6 months rolling