+45.0%
SCCO vs HRB
+16.9%
+28.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.4% | -2.5% | +3.0% |
| 7D | -7.9% | +16.0% | -23.9% | -4.3% |
| 30D | -13.0% | +32.1% | -45.1% | -6.7% |
| 3M | -6.9% | +21.5% | -28.4% | -1.4% |
| 6M | +11.0% | +82.1% | -71.1% | +28.9% |
| YTD | +30.3% | +31.6% | -1.3% | +51.0% |
| 1Y | +45.0% | +15.9% | +29.1% | +73.4% |
| All | +45.0% | +16.9% | +28.1% | +73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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