+591.3%
SEI vs SCCO
+177.0%
+414.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.3% |
| 7D | +22.6% | -2.7% | +25.2% | +24.6% |
| 30D | +9.1% | -0.7% | +9.8% | +9.2% |
| 3M | -11.3% | +8.1% | -19.4% | -14.8% |
| 6M | +22.0% | +4.1% | +17.9% | +17.8% |
| YTD | +47.3% | +41.1% | +6.1% | +22.0% |
| 1Y | +124.8% | +95.6% | +29.2% | +62.3% |
| 3Y | +591.3% | +179.3% | +412.0% | +313.6% |
| All | +591.3% | +177.0% | +414.2% | +313.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 3y: compounded portfolio wealth divided by compounded SCCO 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…
3y analysis · Full analysis span regression · 6 months rolling