+45.0%
SCCO vs SUI
+1.6%
+43.3%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.2% | -3.2% | +2.0% |
| 7D | -7.9% | +10.0% | -17.9% | -7.7% |
| 30D | -13.0% | +8.4% | -21.4% | -13.2% |
| 3M | -6.9% | +0.7% | -7.5% | -6.8% |
| 6M | +11.0% | -0.9% | +11.9% | +11.2% |
| YTD | +30.3% | +0.6% | +29.6% | +30.1% |
| 1Y | +45.0% | +0.8% | +44.2% | +43.8% |
| All | +45.0% | +1.6% | +43.3% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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