+695.6%
SCCO vs SUI
+120.9%
+574.7%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.3% |
| 7D | +1.7% | -3.8% | +5.5% | +3.0% |
| 30D | -18.1% | +3.9% | -22.0% | -19.4% |
| 3M | -12.8% | +0.2% | -13.0% | -13.3% |
| 6M | -8.5% | -4.2% | -4.3% | -8.1% |
| YTD | +23.9% | -2.5% | +26.4% | +23.7% |
| 1Y | +30.0% | -4.0% | +34.0% | +30.5% |
| 3Y | +175.2% | +16.5% | +158.7% | +153.4% |
| 5Y | +249.4% | -27.2% | +276.6% | +270.8% |
| All | +695.6% | +120.9% | +574.7% | +596.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling