+256.9%
SCCO vs SUI
-26.3%
+283.2%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.6% |
| 7D | -4.8% | +6.2% | -11.1% | -6.6% |
| 30D | -15.8% | +8.6% | -24.4% | -18.1% |
| 3M | -10.9% | +1.0% | -11.9% | -11.6% |
| 6M | -5.1% | -2.6% | -2.5% | -5.1% |
| YTD | +23.2% | -0.1% | +23.4% | +22.1% |
| 1Y | +30.7% | +0.5% | +30.2% | +29.2% |
| 3Y | +164.1% | +15.3% | +148.8% | +141.7% |
| All | +256.9% | -26.3% | +283.2% | +271.1% |
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