-16.5%
SOUN vs SCCO
+288.6%
-305.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | -7.1% | -2.7% | -4.5% | -6.0% |
| 30D | -15.4% | -0.7% | -14.7% | -15.7% |
| 3M | -10.6% | +8.1% | -18.7% | -15.2% |
| 6M | -19.6% | +4.1% | -23.7% | -23.4% |
| YTD | -37.2% | +41.1% | -78.3% | -51.2% |
| 1Y | -57.1% | +95.6% | -152.6% | -72.4% |
| 3Y | +178.2% | +179.3% | -1.0% | +51.7% |
| All | -16.5% | +288.6% | -305.1% | -48.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling