+584.5%
RIO vs SCCO
+1,104.1%
-519.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.8% |
| 7D | -3.2% | -2.7% | -0.6% | -1.9% |
| 30D | +0.9% | -0.7% | +1.6% | +0.9% |
| 3M | -1.4% | +8.1% | -9.5% | -6.9% |
| 6M | +10.9% | +4.1% | +6.8% | +5.7% |
| YTD | +31.2% | +41.1% | -9.9% | +2.2% |
| 1Y | +67.9% | +95.6% | -27.6% | +6.2% |
| 3Y | +88.8% | +179.3% | -90.5% | -10.7% |
| 5Y | +93.1% | +308.3% | -215.2% | -31.0% |
| All | +584.5% | +1,104.1% | -519.6% | +13.0% |
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