+353.7%
SCCO vs SUI
-32.1%
+385.9%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.5% | +6.4% | +5.4% |
| 7D | +3.4% | -3.1% | +6.6% | +4.5% |
| 30D | +6.6% | -2.3% | +8.9% | +7.3% |
| 3M | +24.5% | -2.8% | +27.3% | +24.9% |
| 6M | +16.5% | -12.4% | +28.9% | +21.2% |
| YTD | +52.1% | -3.3% | +55.4% | +52.8% |
| 1Y | +114.2% | -5.8% | +120.0% | +116.5% |
| 3Y | +207.4% | +12.5% | +194.9% | +184.5% |
| 5Y | +353.7% | -32.9% | +386.6% | +356.8% |
| All | +353.7% | -32.1% | +385.9% | +356.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling