+676.1%
SCCO vs DOC
+21.2%
+654.9%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.4% |
| 7D | -1.9% | -0.9% | -1.0% | -1.6% |
| 30D | -17.4% | +7.7% | -25.2% | -19.8% |
| 3M | -11.7% | -2.0% | -9.7% | -11.2% |
| 6M | -12.1% | +5.9% | -18.0% | -14.5% |
| YTD | +20.9% | +31.8% | -11.0% | +7.7% |
| 1Y | +31.3% | +22.5% | +8.8% | +20.1% |
| 3Y | +170.3% | +54.7% | +115.6% | +124.7% |
| 5Y | +240.8% | -21.3% | +262.1% | +254.0% |
| All | +676.1% | +21.2% | +654.9% | +631.4% |
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