+691.4%
SCCO vs DOC
+20.3%
+671.2%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -2.9% |
| 7D | -1.8% | +4.3% | -6.1% | -3.2% |
| 30D | -17.8% | +9.2% | -26.9% | -20.5% |
| 3M | -12.5% | -0.8% | -11.7% | -12.4% |
| 6M | -4.1% | +7.1% | -11.2% | -7.1% |
| YTD | +25.5% | +34.0% | -8.5% | +11.2% |
| 1Y | +31.0% | +23.2% | +7.8% | +19.6% |
| 3Y | +178.7% | +53.6% | +125.1% | +132.3% |
| 5Y | +279.7% | -20.4% | +300.1% | +292.7% |
| 10Y | +691.4% | +23.4% | +668.1% | +631.1% |
| All | +691.4% | +20.3% | +671.2% | +631.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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