+367.5%
ROIV vs SCCO
+182.5%
+185.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.2% | +4.5% | +2.0% |
| 7D | +14.3% | -1.8% | +16.1% | +14.8% |
| 30D | +16.2% | -17.8% | +34.0% | +21.2% |
| 3M | +15.1% | -12.5% | +27.6% | +18.2% |
| 6M | +44.2% | -4.1% | +48.3% | +44.0% |
| YTD | +89.8% | +25.5% | +64.3% | +78.3% |
| 1Y | +94.6% | +31.0% | +63.6% | +81.0% |
| 3Y | +367.5% | +178.7% | +188.8% | +252.0% |
| All | +367.5% | +182.5% | +185.1% | +252.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling