+978.4%
SCCO vs INDA
+109.8%
+868.6%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.9% |
| 7D | +2.4% | -2.6% | +5.0% | +4.2% |
| 30D | +6.4% | -2.9% | +9.3% | +8.6% |
| 3M | +21.6% | +2.4% | +19.2% | +19.8% |
| 6M | +13.4% | -2.6% | +16.0% | +16.3% |
| YTD | +52.6% | -10.0% | +62.6% | +64.4% |
| 1Y | +122.4% | -7.7% | +130.0% | +135.3% |
| 3Y | +208.5% | +8.9% | +199.6% | +193.6% |
| 5Y | +353.9% | +6.0% | +347.9% | +339.5% |
| 10Y | +1,187.3% | +84.4% | +1,102.9% | +768.6% |
| All | +978.4% | +109.8% | +868.6% | +560.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling