+1,187.3%
SCCO vs SUI
+104.7%
+1,082.5%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.8% |
| 7D | +2.4% | -4.3% | +6.7% | +3.8% |
| 30D | +6.4% | -2.1% | +8.5% | +7.0% |
| 3M | +21.6% | -6.1% | +27.7% | +23.4% |
| 6M | +13.4% | -12.8% | +26.2% | +17.9% |
| YTD | +52.6% | -4.6% | +57.3% | +53.9% |
| 1Y | +122.4% | -7.7% | +130.1% | +126.1% |
| 3Y | +208.5% | +10.9% | +197.5% | +190.0% |
| 5Y | +353.9% | -32.4% | +386.3% | +392.8% |
| 10Y | +1,187.3% | +105.7% | +1,081.6% | +1,150.3% |
| All | +1,187.3% | +104.7% | +1,082.5% | +1,150.3% |
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