+310.9%
SCCO vs INDA
+5.7%
+305.2%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -1.2% |
| 7D | -2.7% | -2.7% | 0.0% | -0.2% |
| 30D | -0.7% | -2.8% | +2.0% | +1.9% |
| 3M | +8.1% | +1.6% | +6.5% | +6.7% |
| 6M | +4.1% | -1.4% | +5.5% | +6.2% |
| YTD | +41.1% | -10.1% | +51.3% | +54.9% |
| 1Y | +95.6% | -8.8% | +104.3% | +111.5% |
| 3Y | +179.3% | +7.6% | +171.6% | +159.8% |
| All | +310.9% | +5.7% | +305.2% | +293.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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