+87.6%
ROIV vs SCCO
+27.6%
+60.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.5% | -1.9% | -3.8% |
| 7D | +9.2% | +1.7% | +7.5% | +8.8% |
| 30D | +19.9% | -18.1% | +38.0% | +25.8% |
| 3M | +10.6% | -12.8% | +23.4% | +14.2% |
| 6M | +36.1% | -8.5% | +44.5% | +37.2% |
| YTD | +84.3% | +23.9% | +60.4% | +79.8% |
| 1Y | +87.6% | +30.0% | +57.6% | +78.5% |
| All | +87.6% | +27.6% | +60.0% | +78.5% |
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