+265.2%
SU vs SCCO
+1,104.1%
-838.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | +2.2% | -2.7% | +4.9% | +3.1% |
| 30D | +8.4% | -0.7% | +9.2% | +7.9% |
| 3M | +12.1% | +8.1% | +4.0% | +6.6% |
| 6M | +19.7% | +4.1% | +15.6% | +12.3% |
| YTD | +58.4% | +41.1% | +17.3% | +26.5% |
| 1Y | +67.2% | +95.6% | -28.3% | +12.7% |
| 3Y | +125.0% | +179.3% | -54.2% | +18.2% |
| 5Y | +355.1% | +308.3% | +46.8% | +85.6% |
| All | +265.2% | +1,104.1% | -838.9% | -9.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling