+121.6%
SCCO vs SUI
-5.4%
+127.0%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.5% | +6.4% | +4.8% |
| 7D | +3.4% | -3.1% | +6.6% | +3.2% |
| 30D | +6.6% | -2.3% | +8.9% | +6.5% |
| 3M | +24.5% | -2.8% | +27.3% | +24.1% |
| 6M | +16.5% | -12.4% | +28.9% | +17.6% |
| YTD | +52.1% | -3.3% | +55.4% | +53.9% |
| All | +121.6% | -5.4% | +127.0% | +127.2% |
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