+86.2%
SU vs SCCO
+43.0%
+43.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.9% | -6.5% | -4.5% |
| 7D | -7.1% | -7.9% | +0.8% | -7.2% |
| 30D | +4.8% | -13.0% | +17.8% | +4.7% |
| 3M | +12.5% | -6.9% | +19.4% | +12.4% |
| 6M | +6.5% | +11.0% | -4.5% | +6.4% |
| YTD | +65.8% | +30.3% | +35.5% | +58.0% |
| 1Y | +86.2% | +45.0% | +41.2% | +73.3% |
| All | +86.2% | +43.0% | +43.2% | +73.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling