+691.4%
SCCO vs SUI
+117.1%
+574.3%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -2.9% |
| 7D | -1.8% | +3.4% | -5.2% | -2.9% |
| 30D | -17.8% | +4.6% | -22.4% | -19.2% |
| 3M | -12.5% | +1.6% | -14.1% | -13.3% |
| 6M | -4.1% | -3.5% | -0.6% | -3.8% |
| YTD | +25.5% | -1.0% | +26.5% | +24.7% |
| 1Y | +31.0% | -1.7% | +32.7% | +30.5% |
| 3Y | +178.7% | +18.4% | +160.4% | +155.4% |
| 5Y | +279.7% | -26.3% | +306.0% | +301.5% |
| 10Y | +691.4% | +123.3% | +568.1% | +589.0% |
| All | +691.4% | +117.1% | +574.3% | +589.0% |
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